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 | $170,734 | $105,998+61.1% | $92,233+85.1% | $147,584+15.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.65% | 50.05%-42.4pp | 176.28%-168.6pp | 578.55%-570.9pp |
| Employer contribution / active EE | $3,282 | $4,333-24.3% | $3,679-10.8% | $4,876-32.7% |
| Participant deferral / active EE | $9,505 | $4,478+112.3% | $3,897+143.9% | $5,439+74.8% |
| Admin fee / account holder | $22,690 | $6,332+258.3% | $5,194+336.9% | $10,885+108.4% |