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 | $74,094 | $60,124+23.2% | $90,404-18.0% | $79,858-7.2% |
| Participation rate | 82.1% | 65.0%+17.2pp | 72.7%+9.5pp | 69.6%+12.5pp |
| Annual return | 8.72% | 71.94%-63.2pp | 1293.02%-1284.3pp | 31.71%-23.0pp |
| Employer contribution / active EE | $8,953 | $2,068+333.0% | $3,262+174.5% | $2,471+262.3% |
| Participant deferral / active EE | $1,768 | $2,938-39.8% | $3,963-55.4% | $3,740-52.7% |
| Admin fee / account holder | $1,026 | $3,976-74.2% | $5,611-81.7% | $5,306-80.7% |