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 | $78,821 | $102,317-23.0% | $146,958-46.4% | $80,856-2.5% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 10.45% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,518 | $3,713-32.2% | $4,933-49.0% | $2,755-8.6% |
| Participant deferral / active EE | $6,085 | $6,644-8.4% | $8,070-24.6% | $4,296+41.6% |
| Admin fee / account holder | $1,062 | $7,941-86.6% | $12,998-91.8% | $6,918-84.7% |