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 | $131,478 | $82,664+59.1% | $125,339+4.9% | $68,494+92.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -24.87% | -5.97%-18.9pp | 572.05%-596.9pp | -7.84%-17.0pp |
| Employer contribution / active EE | $6,246 | $3,381+84.7% | $4,814+29.8% | $2,596+140.6% |
| Participant deferral / active EE | $7,303 | $6,110+19.5% | $7,446-1.9% | $4,027+81.3% |
| Admin fee / account holder | $2,095 | $6,275-66.6% | $10,010-79.1% | $5,403-61.2% |