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 | $129,966 | $61,774+110.4% | $97,226+33.7% | $80,856+60.7% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.7%+23.3pp | 67.6%+28.4pp |
| Annual return | 9.59% | -557.90%+567.5pp | 75.13%-65.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,347 | $1,837+82.2% | $2,729+22.6% | $2,755+21.5% |
| Participant deferral / active EE | $9,164 | $3,029+202.6% | $4,264+114.9% | $4,296+113.3% |
| Admin fee / account holder | $8,813 | $5,166+70.6% | $5,654+55.9% | $6,918+27.4% |