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 | $154,349 | $138,065+11.8% | $123,544+24.9% | $135,375+14.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -10.87% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $3,064 | $5,151-40.5% | $4,628-33.8% | $4,779-35.9% |
| Participant deferral / active EE | $9,245 | $6,799+36.0% | $6,426+43.9% | $5,609+64.8% |
| Admin fee / account holder | $1,026 | $10,916-90.6% | $9,284-88.9% | $10,827-90.5% |