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 | $95,039 | $91,538+3.8% | $129,995-26.9% | $75,163+26.4% |
| Participation rate | 94.9% | 71.4%+23.4pp | 78.5%+16.4pp | 67.2%+27.7pp |
| Annual return | 7.92% | -631.11%+639.0pp | -137.18%+145.1pp | 160.62%-152.7pp |
| Employer contribution / active EE | $2,564 | $2,845-9.9% | $4,320-40.6% | $2,670-3.9% |
| Participant deferral / active EE | $6,071 | $4,341+39.8% | $5,820+4.3% | $4,125+47.2% |
| Admin fee / account holder | $2,130 | $6,790-68.6% | $10,614-79.9% | $5,651-62.3% |