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 | $156,892 | $51,638+203.8% | $68,368+129.5% | $82,448+90.3% |
| Participation rate | 84.1% | 63.6%+20.5pp | 73.8%+10.3pp | 68.1%+16.0pp |
| Annual return | 10.68% | 37.53%-26.9pp | 292.57%-281.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $9,657 | $2,047+371.9% | $2,649+264.6% | $2,551+278.6% |
| Participant deferral / active EE | $3,491 | $2,914+19.8% | $4,123-15.3% | $4,139-15.7% |
| Admin fee / account holder | $23,704 | $4,643+410.5% | $5,150+360.3% | $7,234+227.7% |