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 | $92,632 | $41,854+121.3% | $73,843+25.4% | $52,331+77.0% |
| Participation rate | 78.9% | 66.2%+12.7pp | 73.4%+5.5pp | 68.1%+10.8pp |
| Annual return | -4.11% | 2.11%-6.2pp | 2267.84%-2272.0pp | 4.54%-8.7pp |
| Employer contribution / active EE | $2,136 | $1,920+11.3% | $2,787-23.4% | $1,882+13.5% |
| Participant deferral / active EE | $4,644 | $2,498+85.9% | $3,583+29.6% | $3,022+53.7% |
| Admin fee / account holder | $4,366 | $493+786.2% | $4,880-10.5% | $592+637.9% |