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 | $126,365 | $102,616+23.1% | $81,983+54.1% | $158,922-20.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 3.48% | 61.04%-57.6pp | 41.31%-37.8pp | 302.83%-299.3pp |
| Employer contribution / active EE | $849 | $3,240-73.8% | $2,498-66.0% | $4,761-82.2% |
| Participant deferral / active EE | $4,828 | $4,648+3.9% | $3,722+29.7% | $5,982-19.3% |
| Admin fee / account holder | $6,111 | $8,235-25.8% | $5,664+7.9% | $11,246-45.7% |