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 | $108,281 | $102,317+5.8% | $146,958-26.3% | $80,856+33.9% |
| Participation rate | 71.9% | 75.8%-4.0pp | 82.2%-10.3pp | 67.6%+4.2pp |
| Annual return | 8.14% | 134.76%-126.6pp | 418.34%-410.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,071 | $3,713-44.2% | $4,933-58.0% | $2,755-24.8% |
| Participant deferral / active EE | $5,552 | $6,644-16.4% | $8,070-31.2% | $4,296+29.2% |
| Admin fee / account holder | $1,072 | $7,941-86.5% | $12,998-91.8% | $6,918-84.5% |