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 5-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 | $60,914 | $102,604-40.6% | $86,188-29.3% | $139,434-56.3% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.0%+25.2pp | 80.3%+13.8pp |
| Annual return | 2.32% | 1922.51%-1920.2pp | 1168.45%-1166.1pp | 372.94%-370.6pp |
| Employer contribution / active EE | $12,105 | $3,032+299.2% | $2,380+408.6% | $4,751+154.8% |
| Participant deferral / active EE | $7,268 | $4,676+55.5% | $3,985+82.4% | $6,710+8.3% |
| Admin fee / account holder | $1,765 | $8,657-79.6% | $6,852-74.2% | $11,403-84.5% |