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 | $188,540 | $117,841+60.0% | $102,423+84.1% | $145,922+29.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 31.65%-23.8pp | 29.32%-21.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $4,173 | $3,615+15.4% | $3,023+38.0% | $4,660-10.4% |
| Participant deferral / active EE | $5,053 | $5,731-11.8% | $5,0530% | $6,688-24.4% |
| Admin fee / account holder | $1,122 | $13,326-91.6% | $9,451-88.1% | $13,397-91.6% |