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 | $93,389 | $90,503+3.2% | $78,689+18.7% | $273,961-65.9% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | -1.37% | 75.60%-77.0pp | 62.18%-63.5pp | 41.45%-42.8pp |
| Employer contribution / active EE | $263 | $3,176-91.7% | $2,851-90.8% | $4,869-94.6% |
| Participant deferral / active EE | $1,260 | $3,901-67.7% | $3,517-64.2% | $5,287-76.2% |
| Admin fee / account holder | $3,873 | $5,263-26.4% | $4,510-14.1% | $10,132-61.8% |