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 | $180,132 | $117,841+52.9% | $102,423+75.9% | $145,922+23.4% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 5.91% | 31.65%-25.7pp | 29.32%-23.4pp | 561.29%-555.4pp |
| Employer contribution / active EE | $3,217 | $3,615-11.0% | $3,023+6.4% | $4,660-31.0% |
| Participant deferral / active EE | $6,357 | $5,731+10.9% | $5,053+25.8% | $6,688-4.9% |
| Admin fee / account holder | $489 | $13,326-96.3% | $9,451-94.8% | $13,397-96.4% |