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 | $75,520 | $39,798+89.8% | $67,711+11.5% | $59,632+26.6% |
| Participation rate | 88.2% | 57.4%+30.9pp | 67.5%+20.7pp | 68.7%+19.6pp |
| Annual return | -5.62% | 89.94%-95.6pp | 25.41%-31.0pp | 2041.28%-2046.9pp |
| Employer contribution / active EE | $4,623 | $1,393+231.9% | $2,559+80.7% | $2,203+109.9% |
| Participant deferral / active EE | $11,709 | $2,335+401.5% | $3,585+226.6% | $3,192+266.9% |
| Admin fee / account holder | $3,344 | $3,212+4.1% | $4,255-21.4% | $4,297-22.2% |