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 | $229,638 | $133,958+71.4% | $112,228+104.6% | $134,475+70.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.58% | 47.11%-70.7pp | 27.45%-51.0pp | 417.96%-441.5pp |
| Employer contribution / active EE | $4,990 | $4,038+23.6% | $3,635+37.3% | $4,740+5.3% |
| Participant deferral / active EE | $8,098 | $5,291+53.1% | $4,728+71.3% | $6,400+26.5% |
| Admin fee / account holder | $577 | $7,489-92.3% | $6,410-91.0% | $11,426-95.0% |