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 | $95,220 | $56,199+69.4% | $67,652+40.7% | $59,632+59.7% |
| Participation rate | 81.4% | 71.5%+9.9pp | 75.7%+5.7pp | 68.7%+12.7pp |
| Annual return | -2.87% | 18505.31%-18508.2pp | 6625.04%-6627.9pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $1,944 | $1,614+20.4% | $2,266-14.2% | $2,203-11.7% |
| Participant deferral / active EE | $4,659 | $2,844+63.9% | $3,560+30.9% | $3,192+46.0% |
| Admin fee / account holder | $1,271 | $3,958-67.9% | $4,821-73.6% | $4,297-70.4% |