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 | $94,149 | $109,817-14.3% | $98,442-4.4% | $167,490-43.8% |
| Participation rate | 82.4% | 75.8%+6.5pp | 73.3%+9.0pp | 82.1%+0.2pp |
| Annual return | -3.56% | 1956.69%-1960.3pp | 1492.73%-1496.3pp | 478.56%-482.1pp |
| Employer contribution / active EE | $3,414 | $3,224+5.9% | $2,960+15.4% | $4,837-29.4% |
| Participant deferral / active EE | $3,897 | $4,673-16.6% | $4,276-8.9% | $6,341-38.5% |
| Admin fee / account holder | $2,772 | $6,753-59.0% | $5,949-53.4% | $12,309-77.5% |