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 | $160,738 | $98,750+62.8% | $149,696+7.4% | $79,858+101.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | -0.67% | 27.43%-28.1pp | 276.60%-277.3pp | 31.71%-32.4pp |
| Employer contribution / active EE | $7,100 | $3,216+120.7% | $4,644+52.9% | $2,471+187.4% |
| Participant deferral / active EE | $5,813 | $5,680+2.3% | $6,842-15.0% | $3,740+55.4% |
| Admin fee / account holder | $20,536 | $6,053+239.3% | $9,309+120.6% | $5,306+287.0% |