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 | $152,908 | $102,966+48.5% | $90,281+69.4% | $152,8610% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 4.82% | 95.16%-90.3pp | 78.10%-73.3pp | 345.32%-340.5pp |
| Employer contribution / active EE | $9,088 | $3,139+189.5% | $2,854+218.4% | $4,762+90.8% |
| Participant deferral / active EE | $9,467 | $4,281+121.1% | $3,885+143.7% | $5,850+61.8% |
| Admin fee / account holder | $31,122 | $6,171+404.4% | $5,351+481.6% | $11,596+168.4% |