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 | $104,692 | $102,317+2.3% | $146,958-28.8% | $80,856+29.5% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 11.58% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $9,057 | $3,713+143.9% | $4,933+83.6% | $2,755+228.8% |
| Participant deferral / active EE | $6,589 | $6,644-0.8% | $8,070-18.3% | $4,296+53.4% |
| Admin fee / account holder | $2,762 | $7,941-65.2% | $12,998-78.7% | $6,918-60.1% |