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 | $66,424 | $105,181-36.8% | $159,436-58.3% | $85,850-22.6% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | -5.32% | 45.07%-50.4pp | 263.57%-268.9pp | 318.53%-323.8pp |
| Employer contribution / active EE | $7,066 | $3,318+113.0% | $4,829+46.3% | $2,565+175.5% |
| Participant deferral / active EE | $12,024 | $5,945+102.3% | $7,352+63.5% | $3,952+204.3% |
| Admin fee / account holder | $17,528 | $6,933+152.8% | $10,799+62.3% | $6,260+180.0% |