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 | $148,938 | $49,922+198.3% | $80,569+84.9% | $75,163+98.2% |
| Participation rate | 96.9% | 55.3%+41.6pp | 67.0%+29.9pp | 67.2%+29.7pp |
| Annual return | 9.88% | 34.69%-24.8pp | 935.43%-925.6pp | 160.62%-150.7pp |
| Employer contribution / active EE | $5,045 | $1,698+197.1% | $2,723+85.2% | $2,670+89.0% |
| Participant deferral / active EE | $5,628 | $2,990+88.2% | $4,447+26.6% | $4,125+36.4% |
| Admin fee / account holder | $11,010 | $3,577+207.8% | $5,377+104.8% | $5,651+94.8% |