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 | $164,204 | $99,652+64.8% | $78,778+108.4% | $147,584+11.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.71% | 47.28%-41.6pp | 35.62%-29.9pp | 578.55%-572.8pp |
| Employer contribution / active EE | $10,669 | $2,796+281.6% | $1,986+437.3% | $4,876+118.8% |
| Participant deferral / active EE | $6,500 | $3,664+77.4% | $2,958+119.7% | $5,439+19.5% |
| Admin fee / account holder | $6,568 | $7,155-8.2% | $5,134+27.9% | $10,885-39.7% |