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 | $90,938 | $91,552-0.7% | $133,956-32.1% | $79,858+13.9% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 8.41% | 61.85%-53.4pp | 45.09%-36.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $919 | $2,384-61.5% | $3,919-76.6% | $2,471-62.8% |
| Participant deferral / active EE | $1,937 | $3,733-48.1% | $5,048-61.6% | $3,740-48.2% |
| Admin fee / account holder | $814 | $6,321-87.1% | $8,927-90.9% | $5,306-84.7% |