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 | $201,374 | $100,852+99.7% | $90,404+122.7% | $158,922+26.7% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | -1.23% | 1724.20%-1725.4pp | 1293.02%-1294.3pp | 302.83%-304.1pp |
| Employer contribution / active EE | $3,487 | $3,689-5.5% | $3,262+6.9% | $4,761-26.8% |
| Participant deferral / active EE | $3,544 | $4,348-18.5% | $3,963-10.6% | $5,982-40.8% |
| Admin fee / account holder | $2,642 | $6,501-59.4% | $5,611-52.9% | $11,246-76.5% |