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 | $105,113 | $152,509-31.1% | $117,472-10.5% | $134,475-21.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -26.17% | 52.99%-79.2pp | 29.74%-55.9pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,457 | $5,571-55.9% | $4,176-41.2% | $4,740-48.2% |
| Participant deferral / active EE | $1,812 | $4,818-62.4% | $4,070-55.5% | $6,400-71.7% |
| Admin fee / account holder | $343 | $7,004-95.1% | $5,645-93.9% | $11,426-97.0% |