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 | $99,711 | $54,705+82.3% | $71,209+40.0% | $84,808+17.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 9.13% | 35.90%-26.8pp | 282.51%-273.4pp | 40.90%-31.8pp |
| Employer contribution / active EE | $6,892 | $2,158+219.4% | $2,721+153.3% | $2,631+161.9% |
| Participant deferral / active EE | $5,990 | $3,030+97.7% | $4,175+43.5% | $4,212+42.2% |
| Admin fee / account holder | $8,517 | $4,863+75.1% | $5,349+59.2% | $7,344+16.0% |