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 | $195,767 | $82,286+137.9% | $68,791+184.6% | $134,475+45.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -28.75% | -2.19%-26.6pp | -6.38%-22.4pp | 417.96%-446.7pp |
| Employer contribution / active EE | $16,949 | $3,301+413.5% | $2,655+538.3% | $4,740+257.6% |
| Participant deferral / active EE | $13,429 | $4,739+183.4% | $3,941+240.7% | $6,400+109.8% |
| Admin fee / account holder | $6,538 | $6,481+0.9% | $4,932+32.6% | $11,426-42.8% |