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 | $153,079 | $91,538+67.2% | $129,995+17.8% | $75,163+103.7% |
| Participation rate | 70.3% | 71.4%-1.2pp | 78.5%-8.2pp | 67.2%+3.1pp |
| Annual return | 12.12% | -631.11%+643.2pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,970 | $2,845-30.8% | $4,320-54.4% | $2,670-26.2% |
| Participant deferral / active EE | $5,577 | $4,341+28.5% | $5,820-4.2% | $4,125+35.2% |
| Admin fee / account holder | $14,834 | $6,790+118.5% | $10,614+39.7% | $5,651+162.5% |