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 | $161,905 | $100,754+60.7% | $86,677+86.8% | $134,475+20.4% |
| Participation rate | 95.2% | 78.9%+16.3pp | 76.6%+18.7pp | 81.2%+14.0pp |
| Annual return | -20.42% | 29.04%-49.5pp | 35.91%-56.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,694 | $3,489-22.8% | $2,836-5.0% | $4,740-43.2% |
| Participant deferral / active EE | $6,160 | $5,338+15.4% | $4,656+32.3% | $6,400-3.7% |
| Admin fee / account holder | $1,015 | $10,926-90.7% | $7,493-86.5% | $11,426-91.1% |