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 | $205,410 | $106,515+92.8% | $96,683+112.5% | $139,434+47.3% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | -4.59% | 38.43%-43.0pp | 35.69%-40.3pp | 372.94%-377.5pp |
| Employer contribution / active EE | $5,263 | $4,103+28.3% | $3,737+40.8% | $4,751+10.8% |
| Participant deferral / active EE | $5,646 | $5,454+3.5% | $4,878+15.7% | $6,710-15.9% |
| Admin fee / account holder | $55,724 | $7,877+607.4% | $6,730+728.1% | $11,403+388.7% |