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 | $77,588 | $56,199+38.1% | $67,652+14.7% | $59,632+30.1% |
| Participation rate | 81.6% | 71.5%+10.1pp | 75.7%+5.9pp | 68.7%+12.9pp |
| Annual return | -14.64% | 18505.31%-18519.9pp | 6625.04%-6639.7pp | 2041.28%-2055.9pp |
| Employer contribution / active EE | $2,800 | $1,614+73.5% | $2,266+23.6% | $2,203+27.1% |
| Participant deferral / active EE | $5,675 | $2,844+99.6% | $3,560+59.4% | $3,192+77.8% |
| Admin fee / account holder | $10,760 | $3,958+171.8% | $4,821+123.2% | $4,297+150.4% |