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 | $90,674 | $180,449-49.8% | $154,107-41.2% | $135,375-33.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -11.43% | 888.09%-899.5pp | 735.12%-746.5pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,923 | $6,035-68.1% | $5,298-63.7% | $4,779-59.8% |
| Participant deferral / active EE | $8,106 | $5,806+39.6% | $5,081+59.5% | $5,609+44.5% |
| Admin fee / account holder | $370 | $16,143-97.7% | $13,411-97.2% | $10,827-96.6% |