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 | $150,071 | $106,515+40.9% | $96,683+55.2% | $139,434+7.6% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | -13.50% | 38.43%-51.9pp | 35.69%-49.2pp | 372.94%-386.4pp |
| Employer contribution / active EE | $5,111 | $4,103+24.6% | $3,737+36.8% | $4,751+7.6% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $7,357 | $7,877-6.6% | $6,730+9.3% | $11,403-35.5% |