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 | $84,714 | $65,561+29.2% | $86,188-1.7% | $75,163+12.7% |
| Participation rate | 71.4% | 60.5%+10.9pp | 69.0%+2.5pp | 67.2%+4.2pp |
| Annual return | 12.29% | 46.05%-33.8pp | 1168.45%-1156.2pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,595 | $1,553+2.7% | $2,380-33.0% | $2,670-40.3% |
| Participant deferral / active EE | $4,241 | $3,024+40.3% | $3,985+6.4% | $4,125+2.8% |
| Admin fee / account holder | $408 | $5,474-92.5% | $6,852-94.0% | $5,651-92.8% |