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 | $58,367 | $165,984-64.8% | $164,813-64.6% | $145,922-60.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 6.33% | 100.03%-93.7pp | 69.93%-63.6pp | 561.29%-555.0pp |
| Employer contribution / active EE | $4,096 | $5,273-22.3% | $4,341-5.6% | $4,660-12.1% |
| Participant deferral / active EE | $11,700 | $6,959+68.1% | $6,031+94.0% | $6,688+74.9% |
| Admin fee / account holder | $2,810 | $16,648-83.1% | $12,690-77.9% | $13,397-79.0% |