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 9-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 | $109,647 | $102,317+7.2% | $146,958-25.4% | $80,856+35.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 6.41% | 134.76%-128.3pp | 418.34%-411.9pp | 35.59%-29.2pp |
| Employer contribution / active EE | $5,150 | $3,713+38.7% | $4,933+4.4% | $2,755+87.0% |
| Participant deferral / active EE | $7,725 | $6,644+16.3% | $8,070-4.3% | $4,296+79.8% |
| Admin fee / account holder | $20,155 | $7,941+153.8% | $12,998+55.1% | $6,918+191.3% |