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 | $109,794 | $72,177+52.1% | $115,037-4.6% | $59,632+84.1% |
| Participation rate | 96.6% | 72.6%+24.0pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | -3.93% | 12.02%-15.9pp | 26.14%-30.1pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $6,117 | $2,841+115.3% | $4,608+32.7% | $2,203+177.7% |
| Participant deferral / active EE | $4,785 | $4,7830% | $6,026-20.6% | $3,192+49.9% |
| Admin fee / account holder | $318 | $4,927-93.5% | $8,175-96.1% | $4,297-92.6% |