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 | $223,273 | $185,822+20.2% | $169,993+31.3% | $139,434+60.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -9.06% | 60.50%-69.6pp | 53.37%-62.4pp | 372.94%-382.0pp |
| Employer contribution / active EE | $4,856 | $7,590-36.0% | $6,785-28.4% | $4,751+2.2% |
| Participant deferral / active EE | $11,365 | $11,622-2.2% | $10,408+9.2% | $6,710+69.4% |
| Admin fee / account holder | $4,052 | $15,381-73.7% | $12,815-68.4% | $11,403-64.5% |