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 | $72,308 | $111,724-35.3% | $93,606-22.8% | $145,922-50.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 6.10% | 202.98%-196.9pp | 133.20%-127.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,426 | $3,090-53.8% | $2,420-41.1% | $4,660-69.4% |
| Participant deferral / active EE | $6,721 | $4,912+36.8% | $4,411+52.3% | $6,688+0.5% |
| Admin fee / account holder | $4,278 | $10,250-58.3% | $8,285-48.4% | $13,397-68.1% |