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 | $69,989 | $48,570+44.1% | $130,648-46.4% | $72,985-4.1% |
| Participation rate | 83.9% | 58.6%+25.4pp | 71.7%+12.2pp | 69.5%+14.4pp |
| Annual return | -0.08% | 38.63%-38.7pp | 1708.96%-1709.0pp | 81.00%-81.1pp |
| Employer contribution / active EE | $1,876 | $1,334+40.6% | $4,092-54.2% | $2,440-23.1% |
| Participant deferral / active EE | $4,831 | $2,384+102.7% | $3,603+34.1% | $3,607+33.9% |
| Admin fee / account holder | $5,921 | $3,549+66.8% | $5,464+8.4% | $5,124+15.5% |