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 | $216,502 | $70,606+206.6% | $53,898+301.7% | $142,382+52.1% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 6.15% | 619.81%-613.7pp | 528.60%-522.5pp | 217.08%-210.9pp |
| Employer contribution / active EE | $15,856 | $1,202+1219.0% | $932+1601.2% | $4,299+268.8% |
| Participant deferral / active EE | $10,338 | $2,364+337.3% | $1,826+466.1% | $6,507+58.9% |
| Admin fee / account holder | $2,192 | $2,852-23.1% | $2,491-12.0% | $12,624-82.6% |