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 | $85,839 | $93,346-8.0% | $71,796+19.6% | $273,961-68.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -7.28% | 130.39%-137.7pp | 78.04%-85.3pp | 41.45%-48.7pp |
| Employer contribution / active EE | $6,820 | $2,733+149.5% | $1,924+254.4% | $4,869+40.1% |
| Participant deferral / active EE | $3,849 | $3,475+10.8% | $2,794+37.7% | $5,287-27.2% |
| Admin fee / account holder | $3,448 | $6,571-47.5% | $4,815-28.4% | $10,132-66.0% |