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 | $85,475 | $63,346+34.9% | $92,233-7.3% | $70,131+21.9% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 11.57% | 530.12%-518.5pp | 176.28%-164.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $3,333 | $2,471+34.9% | $3,679-9.4% | $2,342+42.3% |
| Participant deferral / active EE | $3,770 | $2,854+32.1% | $3,897-3.2% | $3,332+13.2% |
| Admin fee / account holder | $4,818 | $3,840+25.5% | $5,194-7.2% | $4,645+3.7% |