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 | $85,362 | $78,422+8.8% | $95,952-11.0% | $79,858+6.9% |
| Participation rate | 71.7% | 73.5%-1.8pp | 77.1%-5.4pp | 69.6%+2.1pp |
| Annual return | 9.19% | 19.37%-10.2pp | 91.61%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,296 | $3,440-4.2% | $4,167-20.9% | $3,740-11.9% |
| Admin fee / account holder | $513 | $5,622-90.9% | $6,795-92.5% | $5,306-90.3% |