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 5-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 | $117,095 | $99,918+17.2% | $81,382+43.9% | $145,922-19.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.51% | 34.32%-27.8pp | 24.73%-18.2pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,878 | $2,978-36.9% | $2,463-23.7% | $4,660-59.7% |
| Participant deferral / active EE | $10,590 | $4,605+130.0% | $3,883+172.7% | $6,688+58.4% |
| Admin fee / account holder | $1,109 | $8,212-86.5% | $5,768-80.8% | $13,397-91.7% |