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 | $130,448 | $60,124+117.0% | $90,404+44.3% | $79,858+63.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.72% | 71.94%-67.2pp | 1293.02%-1288.3pp | 31.71%-27.0pp |
| Employer contribution / active EE | $6,701 | $2,068+224.1% | $3,262+105.4% | $2,471+171.2% |
| Participant deferral / active EE | $5,607 | $2,938+90.8% | $3,963+41.5% | $3,740+49.9% |
| Admin fee / account holder | $5,281 | $3,976+32.8% | $5,611-5.9% | $5,306-0.5% |