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 | $183,801 | $74,927+145.3% | $101,794+80.6% | $84,808+116.7% |
| Participation rate | 87.7% | 61.4%+26.3pp | 69.2%+18.5pp | 68.3%+19.4pp |
| Annual return | -10.14% | 18.70%-28.8pp | 30.53%-40.7pp | 40.90%-51.0pp |
| Employer contribution / active EE | $4,801 | $1,522+215.5% | $2,289+109.7% | $2,631+82.5% |
| Participant deferral / active EE | $7,274 | $3,099+134.7% | $4,084+78.1% | $4,212+72.7% |
| Admin fee / account holder | $11,887 | $6,514+82.5% | $8,777+35.4% | $7,344+61.9% |