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 | $201,396 | $102,382+96.7% | $147,005+37.0% | $80,874+149.0% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 11.59% | 134.89%-123.3pp | 418.76%-407.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,535 | $3,715-31.8% | $4,934-48.6% | $2,756-8.0% |
| Participant deferral / active EE | $7,857 | $6,646+18.2% | $8,070-2.6% | $4,297+82.8% |
| Admin fee / account holder | $13,253 | $7,942+66.9% | $13,006+1.9% | $6,935+91.1% |