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 | $29,773 | $138,065-78.4% | $123,544-75.9% | $135,375-78.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.26% | 153.68%-167.9pp | 119.20%-133.5pp | 519.73%-534.0pp |
| Employer contribution / active EE | $4,081 | $5,151-20.8% | $4,628-11.8% | $4,779-14.6% |
| Participant deferral / active EE | $7,301 | $6,799+7.4% | $6,426+13.6% | $5,609+30.2% |
| Admin fee / account holder | $1,386 | $10,916-87.3% | $9,284-85.1% | $10,827-87.2% |