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 | $76,383 | $81,208-5.9% | $98,907-22.8% | $79,858-4.4% |
| Participation rate | 80.6% | 72.5%+8.0pp | 76.0%+4.5pp | 69.6%+10.9pp |
| Annual return | 8.12% | 60.99%-52.9pp | 196.43%-188.3pp | 31.71%-23.6pp |
| Employer contribution / active EE | $5,164 | $1,960+163.5% | $2,689+92.0% | $2,471+109.0% |
| Participant deferral / active EE | $2,479 | $3,265-24.1% | $4,244-41.6% | $3,740-33.7% |
| Admin fee / account holder | $2,806 | $6,013-53.3% | $6,642-57.8% | $5,306-47.1% |