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 | $98,234 | $102,317-4.0% | $146,958-33.2% | $80,856+21.5% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 11.43% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,119 | $3,713-16.0% | $4,933-36.8% | $2,755+13.2% |
| Participant deferral / active EE | $10,176 | $6,644+53.2% | $8,070+26.1% | $4,296+136.9% |
| Admin fee / account holder | $6,882 | $7,941-13.3% | $12,998-47.1% | $6,918-0.5% |