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 | $146,790 | $127,386+15.2% | $115,037+27.6% | $125,391+17.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.61% | 31.28%-35.9pp | 26.14%-30.8pp | 282.22%-286.8pp |
| Employer contribution / active EE | $17,851 | $5,166+245.5% | $4,608+287.4% | $4,866+266.9% |
| Participant deferral / active EE | $8,000 | $6,423+24.6% | $6,026+32.7% | $5,352+49.5% |
| Admin fee / account holder | $1,416 | $9,516-85.1% | $8,175-82.7% | $9,540-85.2% |