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 | $195,119 | $133,958+45.7% | $112,228+73.9% | $134,475+45.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.41% | 47.11%-70.5pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $3,021 | $4,038-25.2% | $3,635-16.9% | $4,740-36.3% |
| Participant deferral / active EE | $10,239 | $5,291+93.5% | $4,728+116.6% | $6,400+60.0% |
| Admin fee / account holder | $1,979 | $7,489-73.6% | $6,410-69.1% | $11,426-82.7% |