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 | $50,678 | $105,998-52.2% | $92,233-45.1% | $147,584-65.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 8.41% | 50.05%-41.6pp | 176.28%-167.9pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,535 | $4,333-64.6% | $3,679-58.3% | $4,876-68.5% |
| Participant deferral / active EE | $3,125 | $4,478-30.2% | $3,897-19.8% | $5,439-42.5% |
| Admin fee / account holder | $1,916 | $6,332-69.7% | $5,194-63.1% | $10,885-82.4% |