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 | $162,141 | $92,798+74.7% | $96,707+67.7% | $137,256+18.1% |
| Participation rate | 95.7% | 81.6%+14.0pp | 80.4%+15.3pp | 80.0%+15.7pp |
| Annual return | 6.66% | 31.24%-24.6pp | 34.78%-28.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $10,195 | $4,147+145.8% | $4,191+143.3% | $4,156+145.3% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $33,854 | $7,946+326.1% | $7,503+351.2% | $12,270+175.9% |