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 | $221,913 | $157,256+41.1% | $141,162+57.2% | $152,861+45.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 8.90% | 64.32%-55.4pp | 71.39%-62.5pp | 345.32%-336.4pp |
| Employer contribution / active EE | $2,124 | $5,261-59.6% | $4,735-55.1% | $4,762-55.4% |
| Participant deferral / active EE | $4,353 | $7,109-38.8% | $6,709-35.1% | $5,850-25.6% |
| Admin fee / account holder | $991 | $12,120-91.8% | $10,261-90.3% | $11,596-91.5% |