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 | $151,604 | $99,020+53.1% | $86,590+75.1% | $147,584+2.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.03% | 1312.34%-1304.3pp | 964.84%-956.8pp | 578.55%-570.5pp |
| Employer contribution / active EE | $10,710 | $3,132+242.0% | $2,839+277.2% | $4,876+119.6% |
| Participant deferral / active EE | $2,026 | $3,972-49.0% | $3,609-43.9% | $5,439-62.7% |
| Admin fee / account holder | $2,885 | $5,710-49.5% | $4,906-41.2% | $10,885-73.5% |