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 | $84,018 | $81,208+3.5% | $98,907-15.1% | $79,858+5.2% |
| Participation rate | 86.2% | 72.5%+13.7pp | 76.0%+10.2pp | 69.6%+16.6pp |
| Annual return | 4.77% | 60.99%-56.2pp | 196.43%-191.7pp | 31.71%-26.9pp |
| Employer contribution / active EE | $2,355 | $1,960+20.2% | $2,689-12.4% | $2,471-4.7% |
| Participant deferral / active EE | $4,691 | $3,265+43.7% | $4,244+10.5% | $3,740+25.4% |
| Admin fee / account holder | $3,255 | $6,013-45.9% | $6,642-51.0% | $5,306-38.7% |