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 | $87,294 | $92,703-5.8% | $82,719+5.5% | $134,475-35.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -22.18% | 944.92%-967.1pp | 701.18%-723.4pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,611 | $3,274-20.3% | $3,009-13.2% | $4,740-44.9% |
| Participant deferral / active EE | $6,437 | $4,802+34.1% | $4,395+46.5% | $6,400+0.6% |
| Admin fee / account holder | $1,604 | $5,983-73.2% | $5,329-69.9% | $11,426-86.0% |