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 | $88,978 | $107,334-17.1% | $92,893-4.2% | $152,861-41.8% |
| Participation rate | 95.5% | 79.8%+15.7pp | 76.0%+19.4pp | 82.4%+13.0pp |
| Annual return | 4.00% | 145.58%-141.6pp | 109.41%-105.4pp | 345.32%-341.3pp |
| Employer contribution / active EE | $2,525 | $4,221-40.2% | $3,653-30.9% | $4,762-47.0% |
| Participant deferral / active EE | $5,180 | $4,845+6.9% | $4,236+22.3% | $5,850-11.5% |
| Admin fee / account holder | $381 | $7,079-94.6% | $5,794-93.4% | $11,596-96.7% |