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 | $199,760 | $92,222+116.6% | $76,768+160.2% | $135,375+47.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.56% | 5.46%-16.0pp | 2.43%-13.0pp | 519.73%-530.3pp |
| Employer contribution / active EE | $4,628 | $3,216+43.9% | $2,485+86.2% | $4,779-3.1% |
| Participant deferral / active EE | $10,682 | $4,509+136.9% | $3,852+177.4% | $5,609+90.5% |
| Admin fee / account holder | $30,372 | $10,748+182.6% | $6,675+355.0% | $10,827+180.5% |