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 | $139,377 | $96,635+44.2% | $86,612+60.9% | $139,4340% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.44% | 106.41%-100.0pp | 591.07%-584.6pp | 372.94%-366.5pp |
| Employer contribution / active EE | $5,660 | $3,263+73.5% | $3,022+87.3% | $4,751+19.1% |
| Participant deferral / active EE | $8,900 | $4,836+84.0% | $4,438+100.5% | $6,710+32.6% |
| Admin fee / account holder | $760 | $6,408-88.1% | $5,614-86.5% | $11,403-93.3% |