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 | $92,128 | $83,337+10.5% | $67,834+35.8% | $273,961-66.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -2.65% | 259.45%-262.1pp | 138.47%-141.1pp | 41.45%-44.1pp |
| Employer contribution / active EE | $4,958 | $3,287+50.8% | $2,403+106.3% | $4,869+1.8% |
| Participant deferral / active EE | $4,535 | $4,088+10.9% | $3,160+43.5% | $5,287-14.2% |
| Admin fee / account holder | $6,981 | $6,752+3.4% | $4,622+51.0% | $10,132-31.1% |