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 | $112,588 | $67,331+67.2% | $60,874+85.0% | $134,475-16.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.10% | 49.93%-71.0pp | 16.90%-38.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $13,760 | $3,096+344.4% | $2,701+409.4% | $4,740+190.3% |
| Participant deferral / active EE | $20,500 | $4,538+351.7% | $3,817+437.1% | $6,400+220.3% |
| Admin fee / account holder | $661 | $4,582-85.6% | $3,224-79.5% | $11,426-94.2% |