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 | $98,568 | $63,346+55.6% | $92,233+6.9% | $70,131+40.5% |
| Participation rate | 70.0% | 68.7%+1.3pp | 76.5%-6.5pp | 69.5%+0.5pp |
| Annual return | 9.02% | 530.12%-521.1pp | 176.28%-167.3pp | 73.14%-64.1pp |
| Employer contribution / active EE | $950 | $2,471-61.6% | $3,679-74.2% | $2,342-59.4% |
| Participant deferral / active EE | $3,320 | $2,854+16.3% | $3,897-14.8% | $3,332-0.4% |
| Admin fee / account holder | $1,436 | $3,840-62.6% | $5,194-72.3% | $4,645-69.1% |