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 | $73,479 | $60,124+22.2% | $90,404-18.7% | $79,858-8.0% |
| Participation rate | 93.9% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.3pp |
| Annual return | 7.47% | 71.94%-64.5pp | 1293.02%-1285.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $2,763 | $2,068+33.6% | $3,262-15.3% | $2,471+11.8% |
| Participant deferral / active EE | $4,842 | $2,938+64.8% | $3,963+22.2% | $3,740+29.5% |
| Admin fee / account holder | $5,804 | $3,976+46.0% | $5,611+3.4% | $5,306+9.4% |