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 | $95,543 | $102,317-6.6% | $146,958-35.0% | $80,856+18.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 8.14% | 134.76%-126.6pp | 418.34%-410.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $10,177 | $3,713+174.1% | $4,933+106.3% | $2,755+269.4% |
| Participant deferral / active EE | $7,755 | $6,644+16.7% | $8,070-3.9% | $4,296+80.5% |
| Admin fee / account holder | $5,966 | $7,941-24.9% | $12,998-54.1% | $6,918-13.8% |