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 | $124,907 | $89,355+39.8% | $141,162-11.5% | $72,985+71.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.98% | 111.85%-98.9pp | 71.39%-58.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $2,181 | $3,114-30.0% | $4,735-53.9% | $2,440-10.6% |
| Participant deferral / active EE | $7,607 | $5,418+40.4% | $6,709+13.4% | $3,607+110.9% |
| Admin fee / account holder | $15,765 | $5,958+164.6% | $10,261+53.6% | $5,124+207.6% |