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 | $62,069 | $70,756-12.3% | $65,493-5.2% | $142,382-56.4% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 10.73% | 1754.89%-1744.2pp | 982.45%-971.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,737 | $2,881-39.7% | $2,574-32.5% | $4,299-59.6% |
| Participant deferral / active EE | $8,209 | $4,637+77.0% | $3,961+107.2% | $6,507+26.2% |
| Admin fee / account holder | $642 | $6,559-90.2% | $5,028-87.2% | $12,624-94.9% |