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 | $51,803 | $209,832-75.3% | $189,513-72.7% | $167,490-69.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | -2.05% | 748.27%-750.3pp | 555.15%-557.2pp | 478.56%-480.6pp |
| Employer contribution / active EE | $8,937 | $6,914+29.3% | $6,162+45.1% | $4,837+84.8% |
| Participant deferral / active EE | $7,541 | $8,935-15.6% | $8,221-8.3% | $6,341+18.9% |
| Admin fee / account holder | $2,245 | $14,293-84.3% | $12,045-81.4% | $12,309-81.8% |