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 | $134,148 | $115,770+15.9% | $101,248+32.5% | $158,922-15.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.89% | 56.14%-55.2pp | 46.47%-45.6pp | 302.83%-301.9pp |
| Employer contribution / active EE | $3,333 | $4,175-20.2% | $3,660-8.9% | $4,761-30.0% |
| Participant deferral / active EE | $4,577 | $4,957-7.7% | $4,370+4.7% | $5,982-23.5% |
| Admin fee / account holder | $823 | $7,245-88.6% | $5,945-86.2% | $11,246-92.7% |