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 | $181,119 | $92,703+95.4% | $82,719+119.0% | $134,475+34.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -22.02% | 944.92%-966.9pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,257 | $3,274-61.6% | $3,009-58.2% | $4,740-73.5% |
| Participant deferral / active EE | $5,668 | $4,802+18.0% | $4,395+29.0% | $6,400-11.4% |
| Admin fee / account holder | $6,186 | $5,983+3.4% | $5,329+16.1% | $11,426-45.9% |