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 | $72,767 | $180,449-59.7% | $154,107-52.8% | $135,375-46.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -9.14% | 888.09%-897.2pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $8,794 | $6,035+45.7% | $5,298+66.0% | $4,779+84.0% |
| Participant deferral / active EE | $5,382 | $5,806-7.3% | $5,081+5.9% | $5,609-4.0% |
| Admin fee / account holder | $1,232 | $16,143-92.4% | $13,411-90.8% | $10,827-88.6% |