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 | $62,352 | $138,065-54.8% | $123,544-49.5% | $135,375-53.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -10.17% | 153.68%-163.8pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $5,647 | $5,151+9.6% | $4,628+22.0% | $4,779+18.2% |
| Participant deferral / active EE | $13,006 | $6,799+91.3% | $6,426+102.4% | $5,609+131.9% |
| Admin fee / account holder | $956 | $10,916-91.2% | $9,284-89.7% | $10,827-91.2% |