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 | $169,078 | $115,770+46.0% | $101,248+67.0% | $158,922+6.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 4.65% | 56.14%-51.5pp | 46.47%-41.8pp | 302.83%-298.2pp |
| Employer contribution / active EE | $10,066 | $4,175+141.1% | $3,660+175.1% | $4,761+111.4% |
| Participant deferral / active EE | $5,227 | $4,957+5.4% | $4,370+19.6% | $5,982-12.6% |
| Admin fee / account holder | $928 | $7,245-87.2% | $5,945-84.4% | $11,246-91.7% |