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 | $102,317+96.8% | $146,958+37.0% | $80,856+149.1% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 11.59% | 134.76%-123.2pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,535 | $3,713-31.7% | $4,933-48.6% | $2,755-8.0% |
| Participant deferral / active EE | $7,857 | $6,644+18.3% | $8,070-2.6% | $4,296+82.9% |
| Admin fee / account holder | $13,253 | $7,941+66.9% | $12,998+2.0% | $6,918+91.6% |