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 | $89,503 | $88,672+0.9% | $105,223-14.9% | $82,448+8.6% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 10.37% | 30.86%-20.5pp | 180.65%-170.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,168 | $3,048-61.7% | $3,689-68.3% | $2,551-54.2% |
| Participant deferral / active EE | $3,516 | $4,036-12.9% | $5,072-30.7% | $4,139-15.1% |
| Admin fee / account holder | $12,912 | $7,146+80.7% | $8,859+45.8% | $7,234+78.5% |