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 9-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 | $71,603 | $105,998-32.4% | $92,233-22.4% | $147,584-51.5% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 9.32% | 50.05%-40.7pp | 176.28%-167.0pp | 578.55%-569.2pp |
| Employer contribution / active EE | $2,006 | $4,333-53.7% | $3,679-45.5% | $4,876-58.9% |
| Participant deferral / active EE | $2,075 | $4,478-53.7% | $3,897-46.8% | $5,439-61.9% |
| Admin fee / account holder | $8,885 | $6,332+40.3% | $5,194+71.1% | $10,885-18.4% |