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 | $102,382-23.0% | $147,005-46.4% | $80,874-2.5% |
| Participation rate | 86.5% | 75.8%+10.6pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 10.45% | 134.89%-124.4pp | 418.76%-408.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,518 | $3,715-32.2% | $4,934-49.0% | $2,756-8.6% |
| Participant deferral / active EE | $6,085 | $6,646-8.5% | $8,070-24.6% | $4,297+41.6% |
| Admin fee / account holder | $1,062 | $7,942-86.6% | $13,006-91.8% | $6,935-84.7% |