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 | $88,403 | $91,552-3.4% | $133,956-34.0% | $79,858+10.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 3.68% | 61.85%-58.2pp | 45.09%-41.4pp | 31.71%-28.0pp |
| Employer contribution / active EE | $2,821 | $2,384+18.3% | $3,919-28.0% | $2,471+14.2% |
| Participant deferral / active EE | $2,861 | $3,733-23.4% | $5,048-43.3% | $3,740-23.5% |
| Admin fee / account holder | $15,578 | $6,321+146.5% | $8,927+74.5% | $5,306+193.6% |