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 | $114,276 | $83,902+36.2% | $167,512-31.8% | $84,808+34.7% |
| Participation rate | 74.1% | 66.5%+7.6pp | 77.1%-3.0pp | 68.3%+5.8pp |
| Annual return | 12.39% | 91.55%-79.2pp | 1615.79%-1603.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,009 | $2,264-55.4% | $3,882-74.0% | $2,631-61.7% |
| Participant deferral / active EE | $3,203 | $4,442-27.9% | $6,405-50.0% | $4,212-24.0% |
| Admin fee / account holder | $7,743 | $7,915-2.2% | $9,769-20.7% | $7,344+5.4% |