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 | $203,881 | $152,587+33.6% | $125,175+62.9% | $152,861+33.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -1.37% | 54.84%-56.2pp | 43.79%-45.2pp | 345.32%-346.7pp |
| Employer contribution / active EE | $3,764 | $4,946-23.9% | $3,865-2.6% | $4,762-21.0% |
| Participant deferral / active EE | $8,383 | $5,868+42.9% | $4,937+69.8% | $5,850+43.3% |
| Admin fee / account holder | $3,324 | $13,434-75.3% | $9,702-65.7% | $11,596-71.3% |