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 | $98,097 | $98,750-0.7% | $149,696-34.5% | $79,858+22.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.07% | 27.43%-15.4pp | 276.60%-264.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $5,536 | $3,216+72.1% | $4,644+19.2% | $2,471+124.1% |
| Participant deferral / active EE | $11,420 | $5,680+101.1% | $6,842+66.9% | $3,740+205.3% |
| Admin fee / account holder | $11,744 | $6,053+94.0% | $9,309+26.2% | $5,306+121.3% |