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 | $135,344 | $157,256-13.9% | $141,162-4.1% | $152,861-11.5% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | -2.78% | 64.32%-67.1pp | 71.39%-74.2pp | 345.32%-348.1pp |
| Employer contribution / active EE | $4,593 | $5,261-12.7% | $4,735-3.0% | $4,762-3.6% |
| Participant deferral / active EE | $9,474 | $7,109+33.3% | $6,709+41.2% | $5,850+62.0% |
| Admin fee / account holder | $2,548 | $12,120-79.0% | $10,261-75.2% | $11,596-78.0% |