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 | $189,554 | $117,983+60.7% | $101,794+86.2% | $142,382+33.1% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 3.03% | 36.92%-33.9pp | 30.53%-27.5pp | 217.08%-214.0pp |
| Employer contribution / active EE | $13,667 | $2,773+392.9% | $2,289+497.1% | $4,299+217.9% |
| Participant deferral / active EE | $11,063 | $4,714+134.7% | $4,084+170.9% | $6,507+70.0% |
| Admin fee / account holder | $12,700 | $10,433+21.7% | $8,777+44.7% | $12,624+0.6% |