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 | $181,628 | $106,890+69.9% | $84,015+116.2% | $152,861+18.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | -1.48% | 104.99%-106.5pp | 71.31%-72.8pp | 345.32%-346.8pp |
| Employer contribution / active EE | $3,849 | $2,734+40.8% | $1,983+94.1% | $4,762-19.2% |
| Participant deferral / active EE | $5,003 | $4,011+24.7% | $3,239+54.5% | $5,850-14.5% |
| Admin fee / account holder | $4,848 | $8,285-41.5% | $6,101-20.5% | $11,596-58.2% |