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 | $49,915 | $157,256-68.3% | $141,162-64.6% | $152,861-67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.59% | 64.32%-54.7pp | 71.39%-61.8pp | 345.32%-335.7pp |
| Employer contribution / active EE | $4,673 | $5,261-11.2% | $4,735-1.3% | $4,762-1.9% |
| Participant deferral / active EE | $15,983 | $7,109+124.8% | $6,709+138.2% | $5,850+173.2% |
| Admin fee / account holder | $6,676 | $12,120-44.9% | $10,261-34.9% | $11,596-42.4% |