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 | $177,074 | $100,852+75.6% | $90,404+95.9% | $158,922+11.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 1.73% | 1724.20%-1722.5pp | 1293.02%-1291.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $1,743 | $3,689-52.7% | $3,262-46.6% | $4,761-63.4% |
| Participant deferral / active EE | $3,967 | $4,348-8.8% | $3,963+0.1% | $5,982-33.7% |
| Admin fee / account holder | $766 | $6,501-88.2% | $5,611-86.4% | $11,246-93.2% |