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 | $107,439 | $115,770-7.2% | $101,248+6.1% | $158,922-32.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 6.86% | 56.14%-49.3pp | 46.47%-39.6pp | 302.83%-296.0pp |
| Employer contribution / active EE | $995 | $4,175-76.2% | $3,660-72.8% | $4,761-79.1% |
| Participant deferral / active EE | $6,063 | $4,957+22.3% | $4,370+38.7% | $5,982+1.3% |
| Admin fee / account holder | $19,607 | $7,245+170.6% | $5,945+229.8% | $11,246+74.4% |