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 8-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 | $150,724 | $160,055-5.8% | $140,016+7.6% | $135,375+11.3% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -9.67% | 911.38%-921.1pp | 651.12%-660.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $28,451 | $6,420+343.1% | $5,606+407.5% | $4,779+495.4% |
| Participant deferral / active EE | $13,878 | $7,642+81.6% | $6,927+100.3% | $5,609+147.4% |
| Admin fee / account holder | $659 | $13,328-95.1% | $10,705-93.8% | $10,827-93.9% |