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 | $128,301 | $168,632-23.9% | $147,614-13.1% | $125,391+2.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.61% | 77.65%-86.3pp | 61.98%-70.6pp | 282.22%-290.8pp |
| Employer contribution / active EE | $5,661 | $6,252-9.5% | $5,564+1.7% | $4,866+16.3% |
| Participant deferral / active EE | $4,778 | $5,507-13.2% | $4,895-2.4% | $5,352-10.7% |
| Admin fee / account holder | $2,340 | $13,580-82.8% | $11,611-79.9% | $9,540-75.5% |