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 | $160,743 | $96,484+66.6% | $75,886+111.8% | $152,861+5.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 5.14% | 33.98%-28.8pp | 30.76%-25.6pp | 345.32%-340.2pp |
| Employer contribution / active EE | $10,243 | $3,309+209.5% | $2,500+309.6% | $4,762+115.1% |
| Participant deferral / active EE | $13,699 | $4,553+200.9% | $3,603+280.2% | $5,850+134.2% |
| Admin fee / account holder | $7,944 | $8,078-1.7% | $5,418+46.6% | $11,596-31.5% |