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 | $245,922 | $138,065+78.1% | $123,544+99.1% | $135,375+81.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.55% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $10,202 | $5,151+98.0% | $4,628+120.4% | $4,779+113.5% |
| Participant deferral / active EE | $9,419 | $6,799+38.5% | $6,426+46.6% | $5,609+67.9% |
| Admin fee / account holder | $4,393 | $10,916-59.8% | $9,284-52.7% | $10,827-59.4% |