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 | $138,866 | $96,635+43.7% | $86,612+60.3% | $139,434-0.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 8.03% | 106.41%-98.4pp | 591.07%-583.0pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,351 | $3,263-27.9% | $3,022-22.2% | $4,751-50.5% |
| Participant deferral / active EE | $6,836 | $4,836+41.3% | $4,438+54.0% | $6,710+1.9% |
| Admin fee / account holder | $2,912 | $6,408-54.6% | $5,614-48.1% | $11,403-74.5% |