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 | $124,814 | $116,175+7.4% | $93,606+33.3% | $152,861-18.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -2.67% | 35.96%-38.6pp | 32.76%-35.4pp | 345.32%-348.0pp |
| Employer contribution / active EE | $6,136 | $3,218+90.7% | $2,718+125.7% | $4,762+28.8% |
| Participant deferral / active EE | $6,938 | $4,603+50.7% | $4,069+70.5% | $5,850+18.6% |
| Admin fee / account holder | $21,973 | $10,748+104.4% | $7,888+178.6% | $11,596+89.5% |