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 | $115,179 | $101,069+14.0% | $81,478+41.4% | $147,584-22.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -23.37% | 32.40%-55.8pp | 38.78%-62.2pp | 578.55%-601.9pp |
| Employer contribution / active EE | $29,823 | $3,205+830.5% | $2,568+1061.5% | $4,876+511.6% |
| Participant deferral / active EE | $7,543 | $4,242+77.8% | $3,537+113.3% | $5,439+38.7% |
| Admin fee / account holder | $6,520 | $5,812+12.2% | $4,561+43.0% | $10,885-40.1% |