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 | $76,018 | $49,173+54.6% | $121,098-37.2% | $75,163+1.1% |
| Participation rate | 90.0% | 55.4%+34.6pp | 69.5%+20.5pp | 67.2%+22.8pp |
| Annual return | 7.99% | 55.99%-48.0pp | 985.75%-977.8pp | 160.62%-152.6pp |
| Employer contribution / active EE | $4,052 | $1,546+162.2% | $4,164-2.7% | $2,670+51.8% |
| Participant deferral / active EE | $2,376 | $2,628-9.6% | $4,080-41.8% | $4,125-42.4% |
| Admin fee / account holder | $1,033 | $3,942-73.8% | $5,644-81.7% | $5,651-81.7% |