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 | $104,847 | $154,117-32.0% | $129,995-19.3% | $139,434-24.8% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.5%+17.3pp | 80.3%+15.5pp |
| Annual return | -12.30% | 32.48%-44.8pp | -137.18%+124.9pp | 372.94%-385.2pp |
| Employer contribution / active EE | $14,558 | $5,289+175.3% | $4,320+237.0% | $4,751+206.4% |
| Participant deferral / active EE | $4,589 | $6,710-31.6% | $5,820-21.1% | $6,710-31.6% |
| Admin fee / account holder | $16,745 | $14,007+19.5% | $10,614+57.8% | $11,403+46.9% |