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 | $106,137 | $57,281+85.3% | $86,612+22.5% | $75,163+41.2% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | -6.79% | 2670.75%-2677.5pp | 591.07%-597.9pp | 160.62%-167.4pp |
| Employer contribution / active EE | $2,369 | $2,314+2.3% | $3,022-21.6% | $2,670-11.3% |
| Participant deferral / active EE | $6,382 | $3,318+92.4% | $4,438+43.8% | $4,125+54.7% |
| Admin fee / account holder | $5,900 | $4,112+43.5% | $5,614+5.1% | $5,651+4.4% |