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 | $148,286 | $138,044+7.4% | $125,339+18.3% | $134,475+10.3% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | -21.02% | 750.33%-771.3pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $7,547 | $5,243+43.9% | $4,814+56.8% | $4,740+59.2% |
| Participant deferral / active EE | $15,461 | $7,799+98.2% | $7,446+107.6% | $6,400+141.6% |
| Admin fee / account holder | $4,882 | $11,571-57.8% | $10,010-51.2% | $11,426-57.3% |