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 | $109,430 | $75,828+44.3% | $147,614-25.9% | $59,632+83.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.95% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $11,836 | $3,485+239.7% | $5,564+112.7% | $2,203+437.4% |
| Participant deferral / active EE | $7,123 | $3,130+127.5% | $4,895+45.5% | $3,192+123.2% |
| Admin fee / account holder | $1,364 | $5,985-77.2% | $11,611-88.3% | $4,297-68.3% |