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 | $203,602 | $100,773+102.0% | $88,946+128.9% | $142,382+43.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.40% | 70.18%-59.8pp | 57.82%-47.4pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,334 | $2,918+14.3% | $2,555+30.5% | $4,299-22.4% |
| Participant deferral / active EE | $9,201 | $5,230+75.9% | $4,581+100.8% | $6,507+41.4% |
| Admin fee / account holder | $10,002 | $9,693+3.2% | $8,261+21.1% | $12,624-20.8% |