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 | $130,348 | $111,724+16.7% | $93,606+39.3% | $145,922-10.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 5.52% | 202.98%-197.5pp | 133.20%-127.7pp | 561.29%-555.8pp |
| Employer contribution / active EE | $2,609 | $3,090-15.5% | $2,420+7.8% | $4,660-44.0% |
| Participant deferral / active EE | $5,237 | $4,912+6.6% | $4,411+18.7% | $6,688-21.7% |
| Admin fee / account holder | $2,656 | $10,250-74.1% | $8,285-67.9% | $13,397-80.2% |