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 | $32,244 | $138,065-76.6% | $123,544-73.9% | $135,375-76.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.15% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,438 | $5,151-33.3% | $4,628-25.7% | $4,779-28.1% |
| Participant deferral / active EE | $9,283 | $6,799+36.5% | $6,426+44.5% | $5,609+65.5% |
| Admin fee / account holder | $1,942 | $10,916-82.2% | $9,284-79.1% | $10,827-82.1% |