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 | $175,044 | $100,773+73.7% | $88,946+96.8% | $142,382+22.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.51% | 70.18%-63.7pp | 57.82%-51.3pp | 217.08%-210.6pp |
| Employer contribution / active EE | $3,881 | $2,918+33.0% | $2,555+51.9% | $4,299-9.7% |
| Participant deferral / active EE | $17,404 | $5,230+232.8% | $4,581+279.9% | $6,507+167.5% |
| Admin fee / account holder | $5,009 | $9,693-48.3% | $8,261-39.4% | $12,624-60.3% |