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 | $178,515 | $115,770+54.2% | $101,248+76.3% | $158,922+12.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.89% | 56.14%-52.2pp | 46.47%-42.6pp | 302.83%-298.9pp |
| Employer contribution / active EE | $5,263 | $4,175+26.1% | $3,660+43.8% | $4,761+10.5% |
| Participant deferral / active EE | $5,230 | $4,957+5.5% | $4,370+19.7% | $5,982-12.6% |
| Admin fee / account holder | $520 | $7,245-92.8% | $5,945-91.3% | $11,246-95.4% |