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 | $152,958 | $105,998+44.3% | $92,233+65.8% | $147,584+3.6% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 7.67% | 50.05%-42.4pp | 176.28%-168.6pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,316 | $4,333-46.5% | $3,679-37.0% | $4,876-52.5% |
| Participant deferral / active EE | $7,753 | $4,478+73.1% | $3,897+99.0% | $5,439+42.5% |
| Admin fee / account holder | $5,021 | $6,332-20.7% | $5,194-3.3% | $10,885-53.9% |