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 | $97,089 | $85,202+14.0% | $172,739-43.8% | $72,985+33.0% |
| Participation rate | 86.7% | 70.1%+16.6pp | 82.6%+4.0pp | 69.5%+17.2pp |
| Annual return | 15.61% | 27.32%-11.7pp | 802.84%-787.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $2,152 | $3,324-35.3% | $5,143-58.2% | $2,440-11.8% |
| Participant deferral / active EE | $3,831 | $3,260+17.5% | $5,198-26.3% | $3,607+6.2% |
| Admin fee / account holder | $1,302 | $5,884-77.9% | $13,954-90.7% | $5,124-74.6% |