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 | $185,504 | $129,942+42.8% | $104,294+77.9% | $134,475+37.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.51% | 42.03%-64.5pp | 24.61%-47.1pp | 417.96%-440.5pp |
| Employer contribution / active EE | $6,585 | $4,184+57.4% | $3,372+95.3% | $4,740+38.9% |
| Participant deferral / active EE | $7,917 | $5,588+41.7% | $4,625+71.2% | $6,400+23.7% |
| Admin fee / account holder | $2,560 | $9,323-72.5% | $7,339-65.1% | $11,426-77.6% |