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 | $85,631 | $102,317-16.3% | $146,958-41.7% | $80,856+5.9% |
| Participation rate | 80.9% | 75.8%+5.0pp | 82.2%-1.3pp | 67.6%+13.2pp |
| Annual return | 11.07% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,042 | $3,713-18.1% | $4,933-38.3% | $2,755+10.4% |
| Participant deferral / active EE | $5,921 | $6,644-10.9% | $8,070-26.6% | $4,296+37.8% |
| Admin fee / account holder | $4,752 | $7,941-40.2% | $12,998-63.4% | $6,918-31.3% |