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 | $66,811 | $57,354+16.5% | $83,848-20.3% | $64,186+4.1% |
| Participation rate | 97.7% | 68.6%+29.1pp | 76.1%+21.6pp | 69.6%+28.2pp |
| Annual return | -9.07% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $5,214 | $2,545+104.9% | $3,631+43.6% | $2,381+119.0% |
| Participant deferral / active EE | $5,358 | $2,993+79.0% | $4,082+31.3% | $3,470+54.4% |
| Admin fee / account holder | $914 | $4,046-77.4% | $5,478-83.3% | $4,888-81.3% |