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 | $90,158 | $106,890-15.7% | $84,015+7.3% | $152,861-41.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 3.12% | 104.99%-101.9pp | 71.31%-68.2pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,582 | $2,734-42.1% | $1,983-20.2% | $4,762-66.8% |
| Participant deferral / active EE | $5,411 | $4,011+34.9% | $3,239+67.1% | $5,850-7.5% |
| Admin fee / account holder | $1,206 | $8,285-85.4% | $6,101-80.2% | $11,596-89.6% |