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 | $108,356 | $152,587-29.0% | $125,175-13.4% | $152,861-29.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.04% | 54.84%-50.8pp | 43.79%-39.8pp | 345.32%-341.3pp |
| Employer contribution / active EE | $7,763 | $4,946+57.0% | $3,865+100.8% | $4,762+63.0% |
| Participant deferral / active EE | $1,821 | $5,868-69.0% | $4,937-63.1% | $5,850-68.9% |
| Admin fee / account holder | $2,317 | $13,434-82.8% | $9,702-76.1% | $11,596-80.0% |