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 | $111,686 | $167,484-33.3% | $151,611-26.3% | $134,475-16.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.84% | 7.80%-34.6pp | 3.33%-30.2pp | 417.96%-444.8pp |
| Employer contribution / active EE | $4,485 | $6,829-34.3% | $6,166-27.3% | $4,740-5.4% |
| Participant deferral / active EE | $16,737 | $8,986+86.3% | $8,363+100.1% | $6,400+161.5% |
| Admin fee / account holder | $323 | $13,783-97.7% | $11,616-97.2% | $11,426-97.2% |