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 | $148,667 | $111,754+33.0% | $103,333+43.9% | $145,922+1.9% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 7.93% | 24.77%-16.8pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,366 | $4,212-43.8% | $3,868-38.8% | $4,660-49.2% |
| Participant deferral / active EE | $8,484 | $5,619+51.0% | $5,057+67.7% | $6,688+26.9% |
| Admin fee / account holder | $33,329 | $9,750+241.8% | $8,355+298.9% | $13,397+148.8% |