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 | $187,435 | $96,484+94.3% | $75,886+147.0% | $152,861+22.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 9.48% | 33.98%-24.5pp | 30.76%-21.3pp | 345.32%-335.8pp |
| Employer contribution / active EE | $16,001 | $3,309+383.5% | $2,500+539.9% | $4,762+236.0% |
| Participant deferral / active EE | $12,465 | $4,553+173.8% | $3,603+246.0% | $5,850+113.1% |
| Admin fee / account holder | $11,709 | $8,078+44.9% | $5,418+116.1% | $11,596+1.0% |