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 | $43,957 | $112,096-60.8% | $95,952-54.2% | $158,922-72.3% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 3.86% | 171.09%-167.2pp | 91.61%-87.8pp | 302.83%-299.0pp |
| Employer contribution / active EE | $4,361 | $3,198+36.4% | $2,541+71.6% | $4,761-8.4% |
| Participant deferral / active EE | $5,377 | $4,784+12.4% | $4,167+29.0% | $5,982-10.1% |
| Admin fee / account holder | $5,371 | $10,130-47.0% | $6,795-21.0% | $11,246-52.2% |