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 | $90,191 | $89,355+0.9% | $141,162-36.1% | $72,985+23.6% |
| Participation rate | 79.4% | 75.1%+4.3pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 9.36% | 111.85%-102.5pp | 71.39%-62.0pp | 81.00%-71.6pp |
| Employer contribution / active EE | $2,931 | $3,114-5.9% | $4,735-38.1% | $2,440+20.1% |
| Participant deferral / active EE | $7,379 | $5,418+36.2% | $6,709+10.0% | $3,607+104.5% |
| Admin fee / account holder | $4,073 | $5,958-31.6% | $10,261-60.3% | $5,124-20.5% |