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 | $144,485 | $65,561+120.4% | $86,188+67.6% | $75,163+92.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.83% | 46.05%-34.2pp | 1168.45%-1156.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $5,363 | $1,553+245.4% | $2,380+125.3% | $2,670+100.9% |
| Participant deferral / active EE | $4,843 | $3,024+60.2% | $3,985+21.5% | $4,125+17.4% |
| Admin fee / account holder | $3,043 | $5,474-44.4% | $6,852-55.6% | $5,651-46.2% |