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 | $92,454 | $92,703-0.3% | $82,719+11.8% | $134,475-31.2% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -23.66% | 944.92%-968.6pp | 701.18%-724.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $4,142 | $3,274+26.5% | $3,009+37.6% | $4,740-12.6% |
| Participant deferral / active EE | $8,289 | $4,802+72.6% | $4,395+88.6% | $6,400+29.5% |
| Admin fee / account holder | $7,531 | $5,983+25.9% | $5,329+41.3% | $11,426-34.1% |