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 | $172,874 | $118,849+45.5% | $96,562+79.0% | $167,490+3.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.14% | 50.49%-43.3pp | 37.78%-30.6pp | 478.56%-471.4pp |
| Employer contribution / active EE | $1,873 | $3,120-40.0% | $2,356-20.5% | $4,837-61.3% |
| Participant deferral / active EE | $6,765 | $4,616+46.6% | $3,849+75.8% | $6,341+6.7% |
| Admin fee / account holder | $8,347 | $8,065+3.5% | $6,181+35.0% | $12,309-32.2% |