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 | $149,596 | $85,202+75.6% | $172,739-13.4% | $72,985+105.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.43% | 27.32%-24.9pp | 802.84%-800.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $7,091 | $3,324+113.3% | $5,143+37.9% | $2,440+190.6% |
| Participant deferral / active EE | $3,166 | $3,260-2.9% | $5,198-39.1% | $3,607-12.2% |
| Admin fee / account holder | $1,644 | $5,884-72.1% | $13,954-88.2% | $5,124-67.9% |