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 | $87,759 | $102,966-14.8% | $90,281-2.8% | $152,861-42.6% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 1.93% | 95.16%-93.2pp | 78.10%-76.2pp | 345.32%-343.4pp |
| Employer contribution / active EE | $1,788 | $3,139-43.0% | $2,854-37.4% | $4,762-62.5% |
| Participant deferral / active EE | $3,171 | $4,281-25.9% | $3,885-18.4% | $5,850-45.8% |
| Admin fee / account holder | $6,760 | $6,171+9.5% | $5,351+26.3% | $11,596-41.7% |