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 5-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 | $79,873 | $72,400+10.3% | $67,502+18.3% | $145,922-45.3% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 8.76% | 7182.46%-7173.7pp | 3512.12%-3503.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5,603 | $3,069+82.5% | $2,731+105.2% | $4,660+20.2% |
| Participant deferral / active EE | $5,941 | $4,783+24.2% | $4,000+48.5% | $6,688-11.2% |
| Admin fee / account holder | $929 | $5,539-83.2% | $3,998-76.8% | $13,397-93.1% |