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 | $145,455 | $115,770+25.6% | $101,248+43.7% | $158,922-8.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 6.65% | 56.14%-49.5pp | 46.47%-39.8pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,222 | $4,175-46.8% | $3,660-39.3% | $4,761-53.3% |
| Participant deferral / active EE | $4,255 | $4,957-14.2% | $4,370-2.6% | $5,982-28.9% |
| Admin fee / account holder | $789 | $7,245-89.1% | $5,945-86.7% | $11,246-93.0% |