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 | $122,029 | $99,079+23.2% | $77,999+56.4% | $273,961-55.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | -2.93% | 217.93%-220.9pp | 425.96%-428.9pp | 41.45%-44.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,395 | $4,306+48.5% | $3,497+82.9% | $5,287+21.0% |
| Admin fee / account holder | $3,384 | $8,954-62.2% | $5,480-38.3% | $10,132-66.6% |