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 | $133,049 | $70,428+88.9% | $96,562+37.8% | $85,850+55.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 7.66% | 18.59%-10.9pp | 37.78%-30.1pp | 318.53%-310.9pp |
| Employer contribution / active EE | $5,525 | $1,413+291.0% | $2,356+134.4% | $2,565+115.4% |
| Participant deferral / active EE | $5,319 | $2,894+83.8% | $3,849+38.2% | $3,952+34.6% |
| Admin fee / account holder | $13,639 | $4,997+173.0% | $6,181+120.7% | $6,260+117.9% |