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 | $188,837 | $82,664+128.4% | $125,339+50.7% | $68,494+175.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.62% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $10,456 | $3,381+209.3% | $4,814+117.2% | $2,596+302.7% |
| Participant deferral / active EE | $9,273 | $6,110+51.8% | $7,446+24.5% | $4,027+130.3% |
| Admin fee / account holder | $26,701 | $6,275+325.5% | $10,010+166.8% | $5,403+394.2% |