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 | $18,532 | $183,519-89.9% | $155,509-88.1% | $145,922-87.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 7.33% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,787 | $5,313-47.5% | $4,672-40.4% | $4,660-40.2% |
| Participant deferral / active EE | $3,916 | $6,462-39.4% | $5,626-30.4% | $6,688-41.4% |
| Admin fee / account holder | $4,852 | $19,313-74.9% | $15,912-69.5% | $13,397-63.8% |