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 | $63,718 | $180,449-64.7% | $154,107-58.7% | $135,375-52.9% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -11.10% | 888.09%-899.2pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $5,508 | $6,035-8.7% | $5,298+4.0% | $4,779+15.3% |
| Participant deferral / active EE | $4,574 | $5,806-21.2% | $5,081-10.0% | $5,609-18.4% |
| Admin fee / account holder | $736 | $16,143-95.4% | $13,411-94.5% | $10,827-93.2% |