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 | $120,726 | $76,000+58.9% | $154,107-21.7% | $64,186+88.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -9.83% | 30.32%-40.2pp | 735.12%-745.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $7,803 | $3,351+132.9% | $5,298+47.3% | $2,381+227.7% |
| Participant deferral / active EE | $6,084 | $3,175+91.6% | $5,081+19.7% | $3,470+75.3% |
| Admin fee / account holder | $1,151 | $5,596-79.4% | $13,411-91.4% | $4,888-76.4% |