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 4-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 | $82,131 | $75,828+8.3% | $147,614-44.4% | $59,632+37.7% |
| Participation rate | 74.3% | 71.6%+2.7pp | 84.6%-10.3pp | 68.7%+5.6pp |
| Annual return | -2.86% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $2,464 | $3,485-29.3% | $5,564-55.7% | $2,203+11.9% |
| Participant deferral / active EE | $8,626 | $3,130+175.6% | $4,895+76.2% | $3,192+170.3% |
| Admin fee / account holder | $1,091 | $5,985-81.8% | $11,611-90.6% | $4,297-74.6% |