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 | $89,804 | $105,998-15.3% | $92,233-2.6% | $147,584-39.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 7.83% | 50.05%-42.2pp | 176.28%-168.4pp | 578.55%-570.7pp |
| Employer contribution / active EE | $812 | $4,333-81.3% | $3,679-77.9% | $4,876-83.4% |
| Participant deferral / active EE | $3,445 | $4,478-23.1% | $3,897-11.6% | $5,439-36.7% |
| Admin fee / account holder | $41,120 | $6,332+549.4% | $5,194+691.8% | $10,885+277.8% |