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 | $167,302 | $102,317+63.5% | $146,958+13.8% | $80,856+106.9% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 10.40% | 134.76%-124.4pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,861 | $3,713-22.9% | $4,933-42.0% | $2,755+3.9% |
| Participant deferral / active EE | $6,197 | $6,644-6.7% | $8,070-23.2% | $4,296+44.2% |
| Admin fee / account holder | $4,897 | $7,941-38.3% | $12,998-62.3% | $6,918-29.2% |