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 | $218,631 | $177,572+23.1% | $154,803+41.2% | $142,382+53.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | -7.00% | 65.07%-72.1pp | 58.88%-65.9pp | 217.08%-224.1pp |
| Employer contribution / active EE | $2,354 | $4,810-51.1% | $4,305-45.3% | $4,299-45.2% |
| Participant deferral / active EE | $11,163 | $6,272+78.0% | $5,540+101.5% | $6,507+71.5% |
| Admin fee / account holder | $1,957 | $16,786-88.3% | $14,329-86.3% | $12,624-84.5% |