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 | $73,465 | $135,635-45.8% | $110,238-33.4% | $135,375-45.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -10.74% | 513.19%-523.9pp | 314.74%-325.5pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,945 | $4,906-60.4% | $3,826-49.2% | $4,779-59.3% |
| Participant deferral / active EE | $11,323 | $5,506+105.6% | $4,672+142.4% | $5,609+101.9% |
| Admin fee / account holder | $433 | $11,457-96.2% | $8,547-94.9% | $10,827-96.0% |