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 | $211,645 | $159,901+32.4% | $146,958+44.0% | $145,922+45.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 7.04% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,249 | $5,286-57.5% | $4,933-54.4% | $4,660-51.7% |
| Participant deferral / active EE | $9,468 | $8,428+12.3% | $8,070+17.3% | $6,688+41.6% |
| Admin fee / account holder | $462 | $15,044-96.9% | $12,998-96.4% | $13,397-96.6% |