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 | $208,698 | $162,781+28.2% | $133,956+55.8% | $158,922+31.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.52% | 41.94%-38.4pp | 45.09%-41.6pp | 302.83%-299.3pp |
| Employer contribution / active EE | $10,713 | $4,975+115.3% | $3,919+173.4% | $4,761+125.0% |
| Participant deferral / active EE | $4,209 | $5,911-28.8% | $5,048-16.6% | $5,982-29.6% |
| Admin fee / account holder | $2,242 | $11,736-80.9% | $8,927-74.9% | $11,246-80.1% |