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 | $146,939 | $83,902+75.1% | $167,512-12.3% | $84,808+73.3% |
| Participation rate | 88.5% | 66.5%+22.0pp | 77.1%+11.4pp | 68.3%+20.2pp |
| Annual return | 10.86% | 91.55%-80.7pp | 1615.79%-1604.9pp | 40.90%-30.0pp |
| Employer contribution / active EE | $3,373 | $2,264+49.0% | $3,882-13.1% | $2,631+28.2% |
| Participant deferral / active EE | $8,156 | $4,442+83.6% | $6,405+27.3% | $4,212+93.6% |
| Admin fee / account holder | $61,240 | $7,915+673.7% | $9,769+526.9% | $7,344+733.9% |