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 | $70,617 | $106,890-33.9% | $84,015-15.9% | $152,861-53.8% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | -4.87% | 104.99%-109.9pp | 71.31%-76.2pp | 345.32%-350.2pp |
| Employer contribution / active EE | $1,124 | $2,734-58.9% | $1,983-43.3% | $4,762-76.4% |
| Participant deferral / active EE | $5,317 | $4,011+32.5% | $3,239+64.2% | $5,850-9.1% |
| Admin fee / account holder | $1,247 | $8,285-84.9% | $6,101-79.6% | $11,596-89.2% |