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 | $169,229 | $85,202+98.6% | $172,739-2.0% | $72,985+131.9% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 15.43% | 27.32%-11.9pp | 802.84%-787.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,112 | $3,324-36.5% | $5,143-58.9% | $2,440-13.4% |
| Participant deferral / active EE | $3,656 | $3,260+12.1% | $5,198-29.7% | $3,607+1.3% |
| Admin fee / account holder | $10,181 | $5,884+73.0% | $13,954-27.0% | $5,124+98.7% |