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 | $76,735 | $107,334-28.5% | $92,893-17.4% | $152,861-49.8% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 3.93% | 145.58%-141.6pp | 109.41%-105.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,744 | $4,221-58.7% | $3,653-52.2% | $4,762-63.4% |
| Participant deferral / active EE | $3,136 | $4,845-35.3% | $4,236-26.0% | $5,850-46.4% |
| Admin fee / account holder | $4,055 | $7,079-42.7% | $5,794-30.0% | $11,596-65.0% |