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 | $83,522 | $175,202-52.3% | $149,673-44.2% | $139,434-40.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -35.28% | 166.71%-202.0pp | 134.42%-169.7pp | 372.94%-408.2pp |
| Employer contribution / active EE | $2,527 | $5,474-53.8% | $4,818-47.5% | $4,751-46.8% |
| Participant deferral / active EE | $6,839 | $6,519+4.9% | $5,680+20.4% | $6,710+1.9% |
| Admin fee / account holder | $2,804 | $16,150-82.6% | $13,210-78.8% | $11,403-75.4% |