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 | $89,743 | $102,317-12.3% | $146,958-38.9% | $80,856+11.0% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 11.74% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,970 | $3,713-20.0% | $4,933-39.8% | $2,755+7.8% |
| Participant deferral / active EE | $5,248 | $6,644-21.0% | $8,070-35.0% | $4,296+22.2% |
| Admin fee / account holder | $5,581 | $7,941-29.7% | $12,998-57.1% | $6,918-19.3% |