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 | $157,301 | $124,281+26.6% | $109,143+44.1% | $167,490-6.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -2.55% | 26.04%-28.6pp | 25.75%-28.3pp | 478.56%-481.1pp |
| Employer contribution / active EE | $5,695 | $4,207+35.4% | $3,722+53.0% | $4,837+17.7% |
| Participant deferral / active EE | $12,665 | $5,255+141.0% | $4,653+172.2% | $6,341+99.7% |
| Admin fee / account holder | $1,529 | $7,970-80.8% | $6,752-77.4% | $12,309-87.6% |