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 | $164,197 | $124,281+32.1% | $109,143+50.4% | $167,490-2.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.42% | 26.04%-19.6pp | 25.75%-19.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $10,334 | $4,207+145.6% | $3,722+177.6% | $4,837+113.6% |
| Participant deferral / active EE | $5,879 | $5,255+11.9% | $4,653+26.3% | $6,341-7.3% |
| Admin fee / account holder | $2,826 | $7,970-64.5% | $6,752-58.1% | $12,309-77.0% |