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 | $164,254 | $157,256+4.4% | $141,162+16.4% | $152,861+7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -6.19% | 64.32%-70.5pp | 71.39%-77.6pp | 345.32%-351.5pp |
| Employer contribution / active EE | $6,457 | $5,261+22.7% | $4,735+36.4% | $4,762+35.6% |
| Participant deferral / active EE | $13,006 | $7,109+82.9% | $6,709+93.9% | $5,850+122.3% |
| Admin fee / account holder | $1,492 | $12,120-87.7% | $10,261-85.5% | $11,596-87.1% |