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 7-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 | $65,218 | $209,411-68.9% | $178,490-63.5% | $158,922-59.0% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | -0.95% | 188.75%-189.7pp | 151.07%-152.0pp | 302.83%-303.8pp |
| Employer contribution / active EE | $4,520 | $5,706-20.8% | $5,011-9.8% | $4,761-5.1% |
| Participant deferral / active EE | $10,331 | $5,954+73.5% | $5,202+98.6% | $5,982+72.7% |
| Admin fee / account holder | $5,097 | $17,074-70.1% | $13,984-63.6% | $11,246-54.7% |