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 | $172,819 | $154,117+12.1% | $129,995+32.9% | $139,434+23.9% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 8.32% | 32.48%-24.2pp | -137.18%+145.5pp | 372.94%-364.6pp |
| Employer contribution / active EE | $2,308 | $5,289-56.4% | $4,320-46.6% | $4,751-51.4% |
| Participant deferral / active EE | $7,972 | $6,710+18.8% | $5,820+37.0% | $6,710+18.8% |
| Admin fee / account holder | $1,743 | $14,007-87.6% | $10,614-83.6% | $11,403-84.7% |