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 | $104,959 | $104,486+0.5% | $76,817+36.6% | $152,861-31.3% |
| Participation rate | 79.2% | 76.6%+2.6pp | 72.1%+7.1pp | 82.4%-3.3pp |
| Annual return | 5.78% | 1013.37%-1007.6pp | 1166.11%-1160.3pp | 345.32%-339.5pp |
| Employer contribution / active EE | $2,042 | $3,116-34.5% | $2,302-11.3% | $4,762-57.1% |
| Participant deferral / active EE | $4,494 | $4,236+6.1% | $3,336+34.7% | $5,850-23.2% |
| Admin fee / account holder | $2,608 | $12,275-78.8% | $6,420-59.4% | $11,596-77.5% |