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 | $75,063 | $107,334-30.1% | $92,893-19.2% | $152,861-50.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.03% | 145.58%-142.5pp | 109.41%-106.4pp | 345.32%-342.3pp |
| Employer contribution / active EE | $3,537 | $4,221-16.2% | $3,653-3.2% | $4,762-25.7% |
| Participant deferral / active EE | $1,723 | $4,845-64.4% | $4,236-59.3% | $5,850-70.5% |
| Admin fee / account holder | $5,790 | $7,079-18.2% | $5,794-0.1% | $11,596-50.1% |