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 7-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 | $25,793 | $157,256-83.6% | $141,162-81.7% | $152,861-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -2.82% | 64.32%-67.1pp | 71.39%-74.2pp | 345.32%-348.1pp |
| Employer contribution / active EE | $4,548 | $5,261-13.6% | $4,735-4.0% | $4,762-4.5% |
| Participant deferral / active EE | $9,904 | $7,109+39.3% | $6,709+47.6% | $5,850+69.3% |
| Admin fee / account holder | $3,630 | $12,120-70.0% | $10,261-64.6% | $11,596-68.7% |