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 7-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 | $138,153 | $67,331+105.2% | $60,874+126.9% | $134,475+2.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.33% | 49.93%-75.3pp | 16.90%-42.2pp | 417.96%-443.3pp |
| Employer contribution / active EE | $13,696 | $3,096+342.3% | $2,701+407.0% | $4,740+189.0% |
| Participant deferral / active EE | $4,389 | $4,538-3.3% | $3,817+15.0% | $6,400-31.4% |
| Admin fee / account holder | $14,738 | $4,582+221.7% | $3,224+357.1% | $11,426+29.0% |