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 9-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 | $145,824 | $133,958+8.9% | $112,228+29.9% | $134,475+8.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.98% | 47.11%-74.1pp | 27.45%-54.4pp | 417.96%-444.9pp |
| Employer contribution / active EE | $16,006 | $4,038+296.4% | $3,635+340.4% | $4,740+237.7% |
| Participant deferral / active EE | $15,453 | $5,291+192.1% | $4,728+226.8% | $6,400+141.5% |
| Admin fee / account holder | $1,503 | $7,489-79.9% | $6,410-76.6% | $11,426-86.8% |