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 | $62,433 | $49,173+27.0% | $121,098-48.4% | $75,163-16.9% |
| Participation rate | 82.2% | 55.4%+26.8pp | 69.5%+12.7pp | 67.2%+15.0pp |
| Annual return | 12.42% | 55.99%-43.6pp | 985.75%-973.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,779 | $1,546+79.8% | $4,164-33.3% | $2,670+4.1% |
| Participant deferral / active EE | $5,467 | $2,628+108.0% | $4,080+34.0% | $4,125+32.5% |
| Admin fee / account holder | $3,083 | $3,942-21.8% | $5,644-45.4% | $5,651-45.4% |