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 | $100,764 | $96,305+4.6% | $80,569+25.1% | $139,434-27.7% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | -6.23% | 1350.08%-1356.3pp | 935.43%-941.7pp | 372.94%-379.2pp |
| Employer contribution / active EE | $1,098 | $3,262-66.3% | $2,723-59.7% | $4,751-76.9% |
| Participant deferral / active EE | $2,996 | $5,232-42.7% | $4,447-32.6% | $6,710-55.4% |
| Admin fee / account holder | $5,722 | $6,599-13.3% | $5,377+6.4% | $11,403-49.8% |