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 | $160,191 | $111,535+43.6% | $105,223+52.2% | $137,256+16.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.24% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,501 | $3,939-36.5% | $3,689-32.2% | $4,156-39.8% |
| Participant deferral / active EE | $5,994 | $5,500+9.0% | $5,072+18.2% | $6,407-6.4% |
| Admin fee / account holder | $3,458 | $9,721-64.4% | $8,859-61.0% | $12,270-71.8% |