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 | $179,161 | $108,912+64.5% | $100,383+78.5% | $145,959+22.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.19% | 57.96%-48.8pp | 49.26%-40.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,899 | $4,423-34.5% | $3,944-26.5% | $4,661-37.8% |
| Participant deferral / active EE | $9,794 | $8,451+15.9% | $8,086+21.1% | $6,689+46.4% |
| Admin fee / account holder | $3,906 | $9,690-59.7% | $7,900-50.6% | $13,398-70.8% |