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 | $115,447 | $157,256-26.6% | $141,162-18.2% | $152,861-24.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -0.53% | 64.32%-64.9pp | 71.39%-71.9pp | 345.32%-345.9pp |
| Employer contribution / active EE | $6,297 | $5,261+19.7% | $4,735+33.0% | $4,762+32.2% |
| Participant deferral / active EE | $4,219 | $7,109-40.7% | $6,709-37.1% | $5,850-27.9% |
| Admin fee / account holder | $2,443 | $12,120-79.8% | $10,261-76.2% | $11,596-78.9% |