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 | $68,209 | $135,952-49.8% | $123,892-44.9% | $273,961-75.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -5.52% | 56.63%-62.1pp | 47.52%-53.0pp | 41.45%-47.0pp |
| Employer contribution / active EE | $3,551 | $5,170-31.3% | $4,617-23.1% | $4,869-27.1% |
| Participant deferral / active EE | $12,834 | $6,343+102.3% | $5,984+114.5% | $5,287+142.7% |
| Admin fee / account holder | $19,941 | $9,817+103.1% | $8,357+138.6% | $10,132+96.8% |