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 | $183,264 | $138,065+32.7% | $123,544+48.3% | $135,375+35.4% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -9.39% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,951 | $5,151-23.3% | $4,628-14.6% | $4,779-17.3% |
| Participant deferral / active EE | $7,914 | $6,799+16.4% | $6,426+23.2% | $5,609+41.1% |
| Admin fee / account holder | $313 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |