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 | $79,435 | $63,346+25.4% | $92,233-13.9% | $70,131+13.3% |
| Participation rate | 79.7% | 68.7%+11.0pp | 76.5%+3.2pp | 69.5%+10.1pp |
| Annual return | 12.35% | 530.12%-517.8pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $11,464 | $2,471+363.9% | $3,679+211.6% | $2,342+389.4% |
| Participant deferral / active EE | $2,706 | $2,854-5.2% | $3,897-30.6% | $3,332-18.8% |
| Admin fee / account holder | $7,397 | $3,840+92.6% | $5,194+42.4% | $4,645+59.2% |