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 | $92,946 | $150,187-38.1% | $120,354-22.8% | $145,922-36.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 1.72% | 154.07%-152.3pp | 107.15%-105.4pp | 561.29%-559.6pp |
| Employer contribution / active EE | $3,111 | $4,348-28.5% | $3,463-10.2% | $4,660-33.2% |
| Participant deferral / active EE | $5,825 | $6,173-5.6% | $4,991+16.7% | $6,688-12.9% |
| Admin fee / account holder | $1,194 | $12,207-90.2% | $9,423-87.3% | $13,397-91.1% |