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 | $45,747 | $105,126-56.5% | $94,646-51.7% | $139,434-67.2% |
| Participation rate | 82.6% | 82.4%+0.3pp | 80.8%+1.8pp | 80.3%+2.3pp |
| Annual return | 12.03% | 38.03%-26.0pp | 156.71%-144.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,323 | $4,106-19.1% | $3,672-9.5% | $4,751-30.1% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5,790 | $8,984-35.6% | $7,231-19.9% | $11,403-49.2% |