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 | $102,399 | $115,770-11.5% | $101,248+1.1% | $158,922-35.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.26% | 56.14%-62.4pp | 46.47%-52.7pp | 302.83%-309.1pp |
| Employer contribution / active EE | $13,477 | $4,175+222.8% | $3,660+268.3% | $4,761+183.1% |
| Participant deferral / active EE | $6,659 | $4,957+34.3% | $4,370+52.4% | $5,982+11.3% |
| Admin fee / account holder | $1,007 | $7,245-86.1% | $5,945-83.1% | $11,246-91.0% |