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 | $168,636 | $124,281+35.7% | $109,143+54.5% | $167,490+0.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.62% | 26.04%-16.4pp | 25.75%-16.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $15,000 | $4,207+256.5% | $3,722+303.0% | $4,837+210.1% |
| Participant deferral / active EE | $12,961 | $5,255+146.6% | $4,653+178.5% | $6,341+104.4% |
| Admin fee / account holder | $798 | $7,970-90.0% | $6,752-88.2% | $12,309-93.5% |