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 | $164,736 | $138,044+19.3% | $125,339+31.4% | $134,475+22.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -20.87% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,724 | $5,243-29.0% | $4,814-22.6% | $4,740-21.4% |
| Participant deferral / active EE | $9,450 | $7,799+21.2% | $7,446+26.9% | $6,400+47.7% |
| Admin fee / account holder | $2,441 | $11,571-78.9% | $10,010-75.6% | $11,426-78.6% |