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 | $114,252 | $80,812+41.4% | $160,784-28.9% | $82,448+38.6% |
| Participation rate | 75.6% | 66.2%+9.3pp | 77.0%-1.4pp | 68.1%+7.5pp |
| Annual return | 11.84% | 100.59%-88.7pp | 1803.92%-1792.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,009 | $2,174+38.4% | $3,733-19.4% | $2,551+17.9% |
| Participant deferral / active EE | $5,632 | $4,335+29.9% | $6,293-10.5% | $4,139+36.1% |
| Admin fee / account holder | $24,480 | $7,695+218.1% | $9,717+151.9% | $7,234+238.4% |