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 | $171,599 | $118,849+44.4% | $96,562+77.7% | $167,490+2.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.71% | 50.49%-42.8pp | 37.78%-30.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,259 | $3,120-59.6% | $2,356-46.6% | $4,837-74.0% |
| Participant deferral / active EE | $7,170 | $4,616+55.3% | $3,849+86.3% | $6,341+13.1% |
| Admin fee / account holder | $1,383 | $8,065-82.9% | $6,181-77.6% | $12,309-88.8% |