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 | $132,073 | $95,971+37.6% | $74,550+77.2% | $135,375-2.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.21% | 56.96%-66.2pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,938 | $2,716-28.7% | $1,961-1.2% | $4,779-59.4% |
| Participant deferral / active EE | $4,766 | $3,843+24.0% | $3,108+53.3% | $5,609-15.0% |
| Admin fee / account holder | $1,906 | $6,522-70.8% | $5,060-62.3% | $10,827-82.4% |