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 | $102,190 | $112,096-8.8% | $95,952+6.5% | $158,922-35.7% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | -8.92% | 171.09%-180.0pp | 91.61%-100.5pp | 302.83%-311.7pp |
| Employer contribution / active EE | $2,452 | $3,198-23.3% | $2,541-3.5% | $4,761-48.5% |
| Participant deferral / active EE | $5,588 | $4,784+16.8% | $4,167+34.1% | $5,982-6.6% |
| Admin fee / account holder | $360 | $10,130-96.4% | $6,795-94.7% | $11,246-96.8% |