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 | $191,190 | $100,773+89.7% | $88,946+115.0% | $142,382+34.3% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.8%+13.5pp | 80.1%+2.2pp |
| Annual return | -1.09% | 70.18%-71.3pp | 57.82%-58.9pp | 217.08%-218.2pp |
| Employer contribution / active EE | $1,938 | $2,918-33.6% | $2,555-24.1% | $4,299-54.9% |
| Participant deferral / active EE | $4,968 | $5,230-5.0% | $4,581+8.4% | $6,507-23.7% |
| Admin fee / account holder | $1,989 | $9,693-79.5% | $8,261-75.9% | $12,624-84.2% |