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 | $122,727 | $102,317+19.9% | $146,958-16.5% | $80,856+51.8% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 7.90% | 134.76%-126.9pp | 418.34%-410.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $2,450 | $3,713-34.0% | $4,933-50.3% | $2,755-11.1% |
| Participant deferral / active EE | $8,636 | $6,644+30.0% | $8,070+7.0% | $4,296+101.0% |
| Admin fee / account holder | $4,593 | $7,941-42.2% | $12,998-64.7% | $6,918-33.6% |