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 | $156,286 | $105,181+48.6% | $159,436-2.0% | $85,850+82.0% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.8%+11.5pp | 69.3%+25.0pp |
| Annual return | 9.82% | 45.07%-35.3pp | 263.57%-253.7pp | 318.53%-308.7pp |
| Employer contribution / active EE | $7,018 | $3,318+111.5% | $4,829+45.3% | $2,565+173.6% |
| Participant deferral / active EE | $13,841 | $5,945+132.8% | $7,352+88.3% | $3,952+250.2% |
| Admin fee / account holder | $1,925 | $6,933-72.2% | $10,799-82.2% | $6,260-69.2% |