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 | $41,228 | $138,065-70.1% | $123,544-66.6% | $135,375-69.5% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -12.95% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $6,730 | $5,151+30.6% | $4,628+45.4% | $4,779+40.8% |
| Participant deferral / active EE | $10,973 | $6,799+61.4% | $6,426+70.8% | $5,609+95.6% |
| Admin fee / account holder | $4,038 | $10,916-63.0% | $9,284-56.5% | $10,827-62.7% |