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 | $173,639 | $140,588+23.5% | $123,104+41.1% | $125,391+38.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.19% | 16.80%-21.0pp | 13.22%-17.4pp | 282.22%-286.4pp |
| Employer contribution / active EE | $27,868 | $6,041+361.3% | $5,151+441.0% | $4,866+472.7% |
| Participant deferral / active EE | $16,351 | $6,980+134.2% | $6,230+162.5% | $5,352+205.5% |
| Admin fee / account holder | $2,823 | $11,198-74.8% | $9,015-68.7% | $9,540-70.4% |