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 | $207,948 | $150,187+38.5% | $120,354+72.8% | $145,922+42.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.85% | 154.07%-147.2pp | 107.15%-100.3pp | 561.29%-554.4pp |
| Employer contribution / active EE | $13,482 | $4,348+210.1% | $3,463+289.4% | $4,660+189.3% |
| Participant deferral / active EE | $5,548 | $6,173-10.1% | $4,991+11.2% | $6,688-17.0% |
| Admin fee / account holder | $3,032 | $12,207-75.2% | $9,423-67.8% | $13,397-77.4% |