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 | $88,483 | $102,604-13.8% | $86,188+2.7% | $139,434-36.5% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 7.78% | 1922.51%-1914.7pp | 1168.45%-1160.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,394 | $3,032-21.1% | $2,380+0.6% | $4,751-49.6% |
| Participant deferral / active EE | $5,310 | $4,676+13.6% | $3,985+33.2% | $6,710-20.9% |
| Admin fee / account holder | $26,337 | $8,657+204.2% | $6,852+284.4% | $11,403+131.0% |