See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,928 | $53,516+99.8% | $126,539-15.5% | $84,808+26.1% |
| Participation rate | 86.6% | 58.2%+28.3pp | 69.8%+16.7pp | 68.3%+18.3pp |
| Annual return | 11.51% | 58.34%-46.8pp | 425.95%-414.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,962 | $1,535+27.8% | $3,674-46.6% | $2,631-25.4% |
| Participant deferral / active EE | $5,244 | $2,671+96.4% | $4,083+28.5% | $4,212+24.5% |
| Admin fee / account holder | $1,183 | $4,497-73.7% | $6,065-80.5% | $7,344-83.9% |