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 | $92,535 | $115,770-20.1% | $101,248-8.6% | $158,922-41.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -8.35% | 56.14%-64.5pp | 46.47%-54.8pp | 302.83%-311.2pp |
| Employer contribution / active EE | $1,004 | $4,175-75.9% | $3,660-72.6% | $4,761-78.9% |
| Participant deferral / active EE | $5,599 | $4,957+12.9% | $4,370+28.1% | $5,982-6.4% |
| Admin fee / account holder | $1,544 | $7,245-78.7% | $5,945-74.0% | $11,246-86.3% |