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 | $97,109 | $83,902+15.7% | $167,512-42.0% | $84,808+14.5% |
| Participation rate | 93.2% | 66.5%+26.7pp | 77.1%+16.1pp | 68.3%+24.9pp |
| Annual return | 11.14% | 91.55%-80.4pp | 1615.79%-1604.7pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,944 | $2,264-14.1% | $3,882-49.9% | $2,631-26.1% |
| Participant deferral / active EE | $6,517 | $4,442+46.7% | $6,405+1.8% | $4,212+54.7% |
| Admin fee / account holder | $9,066 | $7,915+14.5% | $9,769-7.2% | $7,344+23.5% |