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 | $183,948 | $97,757+88.2% | $83,848+119.4% | $135,375+35.9% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -13.14% | 1287.37%-1300.5pp | 850.88%-864.0pp | 519.73%-532.9pp |
| Employer contribution / active EE | $14,614 | $4,222+246.2% | $3,631+302.5% | $4,779+205.8% |
| Participant deferral / active EE | $17,098 | $4,682+265.2% | $4,082+318.9% | $5,609+204.9% |
| Admin fee / account holder | $4,082 | $6,674-38.8% | $5,478-25.5% | $10,827-62.3% |