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 | $86,840 | $57,281+51.6% | $86,612+0.3% | $75,163+15.5% |
| Participation rate | 78.6% | 63.2%+15.4pp | 71.7%+6.9pp | 67.2%+11.4pp |
| Annual return | 11.66% | 2670.75%-2659.1pp | 591.07%-579.4pp | 160.62%-149.0pp |
| Employer contribution / active EE | $4,880 | $2,314+110.8% | $3,022+61.4% | $2,670+82.8% |
| Participant deferral / active EE | $4,274 | $3,318+28.8% | $4,438-3.7% | $4,125+3.6% |
| Admin fee / account holder | $7,867 | $4,112+91.3% | $5,614+40.1% | $5,651+39.2% |