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 | $106,675 | $105,181+1.4% | $159,436-33.1% | $85,850+24.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.00% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,500 | $3,318-54.8% | $4,829-68.9% | $2,565-41.5% |
| Participant deferral / active EE | $3,077 | $5,945-48.2% | $7,352-58.1% | $3,952-22.1% |
| Admin fee / account holder | $30,794 | $6,933+344.1% | $10,799+185.2% | $6,260+391.9% |