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 | $166,447 | $109,881+51.5% | $150,045+10.9% | $84,808+96.3% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | -18.35% | 28.25%-46.6pp | 62.55%-80.9pp | 40.90%-59.3pp |
| Employer contribution / active EE | $6,995 | $3,561+96.4% | $4,693+49.1% | $2,631+165.9% |
| Participant deferral / active EE | $10,376 | $6,636+56.4% | $7,997+29.7% | $4,212+146.4% |
| Admin fee / account holder | $5,803 | $8,568-32.3% | $13,435-56.8% | $7,344-21.0% |