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 | $79,390 | $138,044-42.5% | $125,339-36.7% | $134,475-41.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.79% | 750.33%-772.1pp | 572.05%-593.8pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,219 | $5,243-76.8% | $4,814-74.7% | $4,740-74.3% |
| Participant deferral / active EE | $5,289 | $7,799-32.2% | $7,446-29.0% | $6,400-17.3% |
| Admin fee / account holder | $861 | $11,571-92.6% | $10,010-91.4% | $11,426-92.5% |