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 | $181,378 | $91,552+98.1% | $133,956+35.4% | $79,858+127.1% |
| Participation rate | 96.3% | 73.3%+22.9pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 2.39% | 61.85%-59.5pp | 45.09%-42.7pp | 31.71%-29.3pp |
| Employer contribution / active EE | $10,223 | $2,384+328.9% | $3,919+160.9% | $2,471+313.7% |
| Participant deferral / active EE | $8,649 | $3,733+131.7% | $5,048+71.3% | $3,740+131.2% |
| Admin fee / account holder | $19,317 | $6,321+205.6% | $8,927+116.4% | $5,306+264.0% |