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 | $90,105 | $81,208+11.0% | $98,907-8.9% | $79,858+12.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -1.85% | 60.99%-62.8pp | 196.43%-198.3pp | 31.71%-33.6pp |
| Employer contribution / active EE | $4,971 | $1,960+153.7% | $2,689+84.9% | $2,471+101.2% |
| Participant deferral / active EE | $2,342 | $3,265-28.3% | $4,244-44.8% | $3,740-37.4% |
| Admin fee / account holder | $5,904 | $6,013-1.8% | $6,642-11.1% | $5,306+11.3% |