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 9-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 | $65,672 | $83,902-21.7% | $167,512-60.8% | $84,808-22.6% |
| Participation rate | 73.1% | 66.5%+6.6pp | 77.1%-4.0pp | 68.3%+4.8pp |
| Annual return | 11.52% | 91.55%-80.0pp | 1615.79%-1604.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $5,122 | $2,264+126.3% | $3,882+32.0% | $2,631+94.7% |
| Participant deferral / active EE | $9,040 | $4,442+103.5% | $6,405+41.2% | $4,212+114.7% |
| Admin fee / account holder | $17,179 | $7,915+117.0% | $9,769+75.9% | $7,344+133.9% |