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 7-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 | $111,186 | $214,378-48.1% | $200,582-44.6% | $142,382-21.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -0.68% | 46.41%-47.1pp | 42.33%-43.0pp | 217.08%-217.8pp |
| Employer contribution / active EE | $2,965 | $6,841-56.7% | $6,419-53.8% | $4,299-31.0% |
| Participant deferral / active EE | $11,056 | $9,865+12.1% | $9,331+18.5% | $6,507+69.9% |
| Admin fee / account holder | $101,453 | $17,692+473.4% | $16,305+522.2% | $12,624+703.7% |