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 | $149,052 | $106,515+39.9% | $96,683+54.2% | $139,434+6.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.80% | 38.43%-30.6pp | 35.69%-27.9pp | 372.94%-365.1pp |
| Employer contribution / active EE | $14,805 | $4,103+260.9% | $3,737+296.2% | $4,751+211.6% |
| Participant deferral / active EE | $7,258 | $5,454+33.1% | $4,878+48.8% | $6,710+8.2% |
| Admin fee / account holder | $502 | $7,877-93.6% | $6,730-92.5% | $11,403-95.6% |