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 | $93,546 | $183,592-49.0% | $155,567-39.9% | $145,959-35.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.94% | 61.24%-55.3pp | 64.74%-58.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $11,389 | $5,315+114.3% | $4,674+143.7% | $4,661+144.4% |
| Participant deferral / active EE | $6,530 | $6,464+1.0% | $5,628+16.0% | $6,689-2.4% |
| Admin fee / account holder | $945 | $19,318-95.1% | $15,916-94.1% | $13,398-92.9% |