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 | $205,107 | $89,355+129.5% | $141,162+45.3% | $72,985+181.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.40% | 111.85%-93.4pp | 71.39%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $9,579 | $3,114+207.6% | $4,735+102.3% | $2,440+292.6% |
| Participant deferral / active EE | $11,209 | $5,418+106.9% | $6,709+67.1% | $3,607+210.7% |
| Admin fee / account holder | $59,501 | $5,958+898.7% | $10,261+479.9% | $5,124+1061.2% |