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 | $149,483 | $127,065+17.6% | $113,168+32.1% | $142,382+5.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.93% | 24.03%-15.1pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,736 | $3,442-20.5% | $2,975-8.0% | $4,299-36.4% |
| Participant deferral / active EE | $11,625 | $5,716+103.4% | $5,107+127.6% | $6,507+78.6% |
| Admin fee / account holder | $804 | $15,736-94.9% | $12,068-93.3% | $12,624-93.6% |