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 | $205,080 | $88,672+131.3% | $105,223+94.9% | $82,448+148.7% |
| Participation rate | 80.6% | 67.9%+12.7pp | 75.0%+5.6pp | 68.1%+12.6pp |
| Annual return | 8.06% | 30.86%-22.8pp | 180.65%-172.6pp | 41.64%-33.6pp |
| Employer contribution / active EE | $3,102 | $3,048+1.8% | $3,689-15.9% | $2,551+21.6% |
| Participant deferral / active EE | $5,260 | $4,036+30.3% | $5,072+3.7% | $4,139+27.1% |
| Admin fee / account holder | $30,609 | $7,146+328.3% | $8,859+245.5% | $7,234+323.1% |