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 | $50,116 | $76,000-34.1% | $154,107-67.5% | $64,186-21.9% |
| Participation rate | 89.4% | 70.4%+18.9pp | 83.0%+6.3pp | 69.6%+19.8pp |
| Annual return | -8.97% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $4,447 | $3,351+32.7% | $5,298-16.1% | $2,381+86.8% |
| Participant deferral / active EE | $11,437 | $3,175+260.2% | $5,081+125.1% | $3,470+229.6% |
| Admin fee / account holder | $506 | $5,596-91.0% | $13,411-96.2% | $4,888-89.6% |