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 | $101,394 | $82,286+23.2% | $68,791+47.4% | $134,475-24.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -52.85% | -2.19%-50.7pp | -6.38%-46.5pp | 417.96%-470.8pp |
| Employer contribution / active EE | $12,497 | $3,301+278.6% | $2,655+370.7% | $4,740+163.7% |
| Participant deferral / active EE | $11,682 | $4,739+146.5% | $3,941+196.4% | $6,400+82.5% |
| Admin fee / account holder | $777 | $6,481-88.0% | $4,932-84.2% | $11,426-93.2% |