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 | $155,079 | $176,377-12.1% | $134,143+15.6% | $158,922-2.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 1.46% | 63.63%-62.2pp | 36.33%-34.9pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,608 | $5,040-48.3% | $3,704-29.6% | $4,761-45.2% |
| Participant deferral / active EE | $6,031 | $4,091+47.4% | $3,499+72.4% | $5,982+0.8% |
| Admin fee / account holder | $1,970 | $8,718-77.4% | $6,684-70.5% | $11,246-82.5% |