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 | $153,784 | $96,635+59.1% | $86,612+77.6% | $139,434+10.3% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 4.15% | 106.41%-102.3pp | 591.07%-586.9pp | 372.94%-368.8pp |
| Employer contribution / active EE | $6,268 | $3,263+92.1% | $3,022+107.4% | $4,751+31.9% |
| Participant deferral / active EE | $4,756 | $4,836-1.7% | $4,438+7.2% | $6,710-29.1% |
| Admin fee / account holder | $461 | $6,408-92.8% | $5,614-91.8% | $11,403-96.0% |