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 | $97,182 | $102,317-5.0% | $146,958-33.9% | $80,856+20.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.70% | 134.76%-125.1pp | 418.34%-408.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $5,281 | $3,713+42.2% | $4,933+7.1% | $2,755+91.7% |
| Participant deferral / active EE | $3,114 | $6,644-53.1% | $8,070-61.4% | $4,296-27.5% |
| Admin fee / account holder | $8,215 | $7,941+3.5% | $12,998-36.8% | $6,918+18.8% |