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 | $90,003 | $76,000+18.4% | $154,107-41.6% | $64,186+40.2% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -10.49% | 30.32%-40.8pp | 735.12%-745.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,818 | $3,351-15.9% | $5,298-46.8% | $2,381+18.4% |
| Participant deferral / active EE | $5,868 | $3,175+84.8% | $5,081+15.5% | $3,470+69.1% |
| Admin fee / account holder | $2,870 | $5,596-48.7% | $13,411-78.6% | $4,888-41.3% |