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 | $214,409 | $104,974+104.3% | $95,585+124.3% | $142,382+50.6% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 9.74% | 210.33%-200.6pp | 38.56%-28.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $14,626 | $2,779+426.4% | $2,527+478.9% | $4,299+240.2% |
| Participant deferral / active EE | $1,991 | $4,352-54.2% | $4,023-50.5% | $6,507-69.4% |
| Admin fee / account holder | $17,303 | $6,386+170.9% | $6,127+182.4% | $12,624+37.1% |