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 | $84,000 | $82,630+1.7% | $64,105+31.0% | $125,391-33.0% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | -4.30% | 1489.72%-1494.0pp | 791.24%-795.5pp | 282.22%-286.5pp |
| Employer contribution / active EE | $2,422 | $2,671-9.3% | $1,820+33.1% | $4,866-50.2% |
| Participant deferral / active EE | $11,005 | $3,608+205.0% | $2,822+290.0% | $5,352+105.6% |
| Admin fee / account holder | $1,184 | $6,382-81.4% | $4,499-73.7% | $9,540-87.6% |