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 | $80,463 | $77,145+4.3% | $108,410-25.8% | $85,850-6.3% |
| Participation rate | 96.2% | 74.7%+21.5pp | 80.1%+16.0pp | 69.3%+26.8pp |
| Annual return | 12.77% | 44.54%-31.8pp | 905.27%-892.5pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,557 | $2,379+49.5% | $3,5580% | $2,565+38.7% |
| Participant deferral / active EE | $11,666 | $5,566+109.6% | $6,563+77.8% | $3,952+195.2% |
| Admin fee / account holder | $1,281 | $5,172-75.2% | $7,295-82.4% | $6,260-79.5% |