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 5-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 | $197,659 | $148,534+33.1% | $135,903+45.4% | $139,434+41.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.14% | 79.19%-72.1pp | 68.23%-61.1pp | 372.94%-365.8pp |
| Employer contribution / active EE | $4,016 | $5,243-23.4% | $4,856-17.3% | $4,751-15.5% |
| Participant deferral / active EE | $12,011 | $8,100+48.3% | $7,758+54.8% | $6,710+79.0% |
| Admin fee / account holder | $604 | $12,400-95.1% | $10,762-94.4% | $11,403-94.7% |