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 | $216,430 | $106,890+102.5% | $84,015+157.6% | $152,861+41.6% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 2.13% | 104.99%-102.9pp | 71.31%-69.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $3,847 | $2,734+40.7% | $1,983+94.0% | $4,762-19.2% |
| Participant deferral / active EE | $2,484 | $4,011-38.1% | $3,239-23.3% | $5,850-57.5% |
| Admin fee / account holder | $815 | $8,285-90.2% | $6,101-86.6% | $11,596-93.0% |