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 | $104,296 | $102,317+1.9% | $146,958-29.0% | $80,856+29.0% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 8.22% | 134.76%-126.5pp | 418.34%-410.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,589 | $3,713-57.2% | $4,933-67.8% | $2,755-42.3% |
| Participant deferral / active EE | $5,560 | $6,644-16.3% | $8,070-31.1% | $4,296+29.4% |
| Admin fee / account holder | $3,449 | $7,941-56.6% | $12,998-73.5% | $6,918-50.1% |