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 | $52,063 | $138,065-62.3% | $123,544-57.9% | $135,375-61.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.77% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,654 | $5,151-29.1% | $4,628-21.0% | $4,779-23.5% |
| Participant deferral / active EE | $16,389 | $6,799+141.0% | $6,426+155.1% | $5,609+192.2% |
| Admin fee / account holder | $446 | $10,916-95.9% | $9,284-95.2% | $10,827-95.9% |