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 | $92,736 | $198,466-53.3% | $170,442-45.6% | $147,584-37.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | -22.03% | 257.29%-279.3pp | 205.93%-228.0pp | 578.55%-600.6pp |
| Employer contribution / active EE | $3,168 | $6,184-48.8% | $5,433-41.7% | $4,876-35.0% |
| Participant deferral / active EE | $6,126 | $5,629+8.8% | $4,939+24.0% | $5,439+12.6% |
| Admin fee / account holder | $1,144 | $16,852-93.2% | $13,880-91.8% | $10,885-89.5% |