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 | $41,325 | $105,181-60.7% | $159,436-74.1% | $85,850-51.9% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.8%-9.7pp | 69.3%+3.9pp |
| Annual return | 11.39% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $984 | $3,318-70.3% | $4,829-79.6% | $2,565-61.6% |
| Participant deferral / active EE | $3,538 | $5,945-40.5% | $7,352-51.9% | $3,952-10.5% |
| Admin fee / account holder | $2,656 | $6,933-61.7% | $10,799-75.4% | $6,260-57.6% |