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 | $121,800 | $76,000+60.3% | $154,107-21.0% | $64,186+89.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.90% | 30.32%-40.2pp | 735.12%-745.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $8,432 | $3,351+151.7% | $5,298+59.2% | $2,381+254.2% |
| Participant deferral / active EE | $4,990 | $3,175+57.1% | $5,081-1.8% | $3,470+43.8% |
| Admin fee / account holder | $1,208 | $5,596-78.4% | $13,411-91.0% | $4,888-75.3% |