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 | $96,818 | $58,208+66.3% | $81,812+18.3% | $80,856+19.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.14% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $6,602 | $2,340+182.1% | $2,912+126.7% | $2,755+139.6% |
| Participant deferral / active EE | $2,065 | $3,281-37.1% | $4,319-52.2% | $4,296-51.9% |
| Admin fee / account holder | $3,740 | $4,981-24.9% | $7,386-49.4% | $6,918-45.9% |