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 | $133,314 | $121,625+9.6% | $104,607+27.4% | $158,922-16.1% |
| Participation rate | 94.7% | 77.5%+17.2pp | 74.1%+20.7pp | 82.0%+12.8pp |
| Annual return | 3.17% | 465.26%-462.1pp | 340.46%-337.3pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,632 | $3,163-16.8% | $2,681-1.8% | $4,761-44.7% |
| Participant deferral / active EE | $2,524 | $4,177-39.6% | $3,740-32.5% | $5,982-57.8% |
| Admin fee / account holder | $19,487 | $7,787+150.3% | $6,473+201.0% | $11,246+73.3% |