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 | $169,253 | $138,044+22.6% | $125,339+35.0% | $134,475+25.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -25.73% | 750.33%-776.1pp | 572.05%-597.8pp | 417.96%-443.7pp |
| Employer contribution / active EE | $6,701 | $5,243+27.8% | $4,814+39.2% | $4,740+41.4% |
| Participant deferral / active EE | $8,781 | $7,799+12.6% | $7,446+17.9% | $6,400+37.2% |
| Admin fee / account holder | $2,962 | $11,571-74.4% | $10,010-70.4% | $11,426-74.1% |