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 | $118,899 | $106,890+11.2% | $84,015+41.5% | $152,861-22.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 6.13% | 104.99%-98.9pp | 71.31%-65.2pp | 345.32%-339.2pp |
| Employer contribution / active EE | $3,338 | $2,734+22.1% | $1,983+68.3% | $4,762-29.9% |
| Participant deferral / active EE | $1,512 | $4,011-62.3% | $3,239-53.3% | $5,850-74.2% |
| Admin fee / account holder | $10,751 | $8,285+29.8% | $6,101+76.2% | $11,596-7.3% |