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 | $99,483 | $157,256-36.7% | $141,162-29.5% | $152,861-34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -1.45% | 64.32%-65.8pp | 71.39%-72.8pp | 345.32%-346.8pp |
| Employer contribution / active EE | $2,075 | $5,261-60.6% | $4,735-56.2% | $4,762-56.4% |
| Participant deferral / active EE | $15,759 | $7,109+121.7% | $6,709+134.9% | $5,850+169.4% |
| Admin fee / account holder | $415 | $12,120-96.6% | $10,261-96.0% | $11,596-96.4% |