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 | $183,488 | $99,079+85.2% | $77,999+135.2% | $273,961-33.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1.55% | 217.93%-216.4pp | 425.96%-424.4pp | 41.45%-39.9pp |
| Employer contribution / active EE | $1,370 | $3,308-58.6% | $2,470-44.6% | $4,869-71.9% |
| Participant deferral / active EE | $6,193 | $4,306+43.8% | $3,497+77.1% | $5,287+17.1% |
| Admin fee / account holder | $11,111 | $8,954+24.1% | $5,480+102.7% | $10,132+9.7% |