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 | $149,836 | $95,971+56.1% | $74,550+101.0% | $135,375+10.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.21% | 56.96%-68.2pp | 32.53%-43.7pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,104 | $2,716-22.6% | $1,961+7.3% | $4,779-56.0% |
| Participant deferral / active EE | $4,090 | $3,843+6.4% | $3,108+31.6% | $5,609-27.1% |
| Admin fee / account holder | $6,255 | $6,522-4.1% | $5,060+23.6% | $10,827-42.2% |