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 | $155,792 | $106,890+45.7% | $84,015+85.4% | $152,861+1.9% |
| Participation rate | 86.7% | 75.2%+11.4pp | 69.0%+17.7pp | 82.4%+4.2pp |
| Annual return | 3.16% | 104.99%-101.8pp | 71.31%-68.1pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,956 | $2,734-28.5% | $1,983-1.4% | $4,762-58.9% |
| Participant deferral / active EE | $7,714 | $4,011+92.3% | $3,239+138.2% | $5,850+31.9% |
| Admin fee / account holder | $1,666 | $8,285-79.9% | $6,101-72.7% | $11,596-85.6% |