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 | $177,821 | $111,535+59.4% | $105,223+69.0% | $137,256+29.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.43% | 237.85%-228.4pp | 180.65%-171.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,944 | $3,939-50.6% | $3,689-47.3% | $4,156-53.2% |
| Participant deferral / active EE | $3,355 | $5,500-39.0% | $5,072-33.9% | $6,407-47.6% |
| Admin fee / account holder | $2,210 | $9,721-77.3% | $8,859-75.1% | $12,270-82.0% |