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 | $82,646 | $60,124+37.5% | $90,404-8.6% | $79,858+3.5% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 69.6%+24.1pp |
| Annual return | 3.33% | 71.94%-68.6pp | 1293.02%-1289.7pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,750 | $2,068-15.3% | $3,262-46.3% | $2,471-29.2% |
| Participant deferral / active EE | $4,835 | $2,938+64.5% | $3,963+22.0% | $3,740+29.3% |
| Admin fee / account holder | $23,840 | $3,976+499.5% | $5,611+324.9% | $5,306+349.3% |