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 | $116,236 | $49,173+136.4% | $121,098-4.0% | $75,163+54.6% |
| Participation rate | 76.7% | 55.4%+21.4pp | 69.5%+7.3pp | 67.2%+9.6pp |
| Annual return | 13.57% | 55.99%-42.4pp | 985.75%-972.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,931 | $2,628+239.9% | $4,080+118.9% | $4,125+116.5% |
| Admin fee / account holder | $678 | $3,942-82.8% | $5,644-88.0% | $5,651-88.0% |