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 | $179,783 | $64,839+177.3% | $95,585+88.1% | $84,808+112.0% |
| Participation rate | 84.6% | 63.8%+20.8pp | 72.1%+12.5pp | 68.3%+16.3pp |
| Annual return | 12.78% | -670.96%+683.7pp | 38.56%-25.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,836 | $1,759+61.2% | $2,527+12.2% | $2,631+7.8% |
| Participant deferral / active EE | $10,934 | $2,965+268.8% | $4,023+171.8% | $4,212+159.6% |
| Admin fee / account holder | $4,483 | $5,964-24.8% | $6,127-26.8% | $7,344-39.0% |