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 | $103,385 | $107,334-3.7% | $92,893+11.3% | $152,861-32.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.23% | 145.58%-147.8pp | 109.41%-111.6pp | 345.32%-347.6pp |
| Employer contribution / active EE | $1,983 | $4,221-53.0% | $3,653-45.7% | $4,762-58.4% |
| Participant deferral / active EE | $2,650 | $4,845-45.3% | $4,236-37.5% | $5,850-54.7% |
| Admin fee / account holder | $41,250 | $7,079+482.7% | $5,794+612.0% | $11,596+255.7% |