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 | $130,909 | $152,587-14.2% | $125,175+4.6% | $152,861-14.4% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.4%+13.0pp |
| Annual return | -2.20% | 54.84%-57.0pp | 43.79%-46.0pp | 345.32%-347.5pp |
| Employer contribution / active EE | $3,765 | $4,946-23.9% | $3,865-2.6% | $4,762-20.9% |
| Participant deferral / active EE | $2,741 | $5,868-53.3% | $4,937-44.5% | $5,850-53.2% |
| Admin fee / account holder | $46,136 | $13,434+243.4% | $9,702+375.5% | $11,596+297.8% |