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 | $101,861 | $115,770-12.0% | $101,248+0.6% | $158,922-35.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 6.92% | 56.14%-49.2pp | 46.47%-39.6pp | 302.83%-295.9pp |
| Employer contribution / active EE | $13,450 | $4,175+222.2% | $3,660+267.5% | $4,761+182.5% |
| Participant deferral / active EE | $8,036 | $4,957+62.1% | $4,370+83.9% | $5,982+34.3% |
| Admin fee / account holder | $524 | $7,245-92.8% | $5,945-91.2% | $11,246-95.3% |