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 | $91,435 | $72,404+26.3% | $110,238-17.1% | $64,186+42.5% |
| Participation rate | 75.7% | 73.3%+2.3pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | -8.16% | -6.29%-1.9pp | 314.74%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,018 | $2,282+32.3% | $3,826-21.1% | $2,381+26.8% |
| Participant deferral / active EE | $6,189 | $3,469+78.4% | $4,672+32.5% | $3,470+78.4% |
| Admin fee / account holder | $6,091 | $5,664+7.5% | $8,547-28.7% | $4,888+24.6% |