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 | $91,258 | $105,998-13.9% | $92,233-1.1% | $147,584-38.2% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 8.44% | 50.05%-41.6pp | 176.28%-167.8pp | 578.55%-570.1pp |
| Employer contribution / active EE | $2,977 | $4,333-31.3% | $3,679-19.1% | $4,876-38.9% |
| Participant deferral / active EE | $4,013 | $4,478-10.4% | $3,897+3.0% | $5,439-26.2% |
| Admin fee / account holder | $1,947 | $6,332-69.3% | $5,194-62.5% | $10,885-82.1% |