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 | $229,415 | $168,632+36.0% | $147,614+55.4% | $125,391+83.0% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -14.08% | 77.65%-91.7pp | 61.98%-76.1pp | 282.22%-296.3pp |
| Employer contribution / active EE | $4,327 | $6,252-30.8% | $5,564-22.2% | $4,866-11.1% |
| Participant deferral / active EE | $7,223 | $5,507+31.2% | $4,895+47.5% | $5,352+35.0% |
| Admin fee / account holder | $602 | $13,580-95.6% | $11,611-94.8% | $9,540-93.7% |