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 | $112,372 | $99,079+13.4% | $77,999+44.1% | $273,961-59.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -0.62% | 217.93%-218.5pp | 425.96%-426.6pp | 41.45%-42.1pp |
| Employer contribution / active EE | $5,739 | $3,308+73.5% | $2,470+132.3% | $4,869+17.9% |
| Participant deferral / active EE | $7,873 | $4,306+82.8% | $3,497+125.1% | $5,287+48.9% |
| Admin fee / account holder | $1,915 | $8,954-78.6% | $5,480-65.1% | $10,132-81.1% |