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 | $124,848 | $106,890+16.8% | $84,015+48.6% | $152,861-18.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 6.61% | 104.99%-98.4pp | 71.31%-64.7pp | 345.32%-338.7pp |
| Employer contribution / active EE | $1,313 | $2,734-52.0% | $1,983-33.8% | $4,762-72.4% |
| Participant deferral / active EE | $6,219 | $4,011+55.0% | $3,239+92.0% | $5,850+6.3% |
| Admin fee / account holder | $1,905 | $8,285-77.0% | $6,101-68.8% | $11,596-83.6% |