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 | $55,847 | $102,317-45.4% | $146,958-62.0% | $80,856-30.9% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 10.23% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,981 | $3,713-19.7% | $4,933-39.6% | $2,755+8.2% |
| Participant deferral / active EE | $7,010 | $6,644+5.5% | $8,070-13.1% | $4,296+63.2% |
| Admin fee / account holder | $5,834 | $7,941-26.5% | $12,998-55.1% | $6,918-15.7% |