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 | $98,187 | $48,795+101.2% | $65,493+49.9% | $84,808+15.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 9.00% | 20.20%-11.2pp | 982.45%-973.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $4,349 | $1,930+125.4% | $2,574+68.9% | $2,631+65.3% |
| Participant deferral / active EE | $4,602 | $2,928+57.2% | $3,961+16.2% | $4,212+9.3% |
| Admin fee / account holder | $1,393 | $3,877-64.1% | $5,028-72.3% | $7,344-81.0% |