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 9-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 | $136,496 | $102,966+32.6% | $90,281+51.2% | $152,861-10.7% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 5.84% | 95.16%-89.3pp | 78.10%-72.3pp | 345.32%-339.5pp |
| Employer contribution / active EE | $2,220 | $3,139-29.3% | $2,854-22.2% | $4,762-53.4% |
| Participant deferral / active EE | $1,308 | $4,281-69.4% | $3,885-66.3% | $5,850-77.6% |
| Admin fee / account holder | $346 | $6,171-94.4% | $5,351-93.5% | $11,596-97.0% |