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 | $169,426 | $74,888+126.2% | $71,209+137.9% | $142,382+19.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 9.25% | 345.14%-335.9pp | 282.51%-273.3pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,654 | $2,854-42.1% | $2,721-39.2% | $4,299-61.5% |
| Participant deferral / active EE | $13,936 | $4,454+212.9% | $4,175+233.8% | $6,507+114.2% |
| Admin fee / account holder | $789 | $5,568-85.8% | $5,349-85.3% | $12,624-93.8% |