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 | $138,772 | $138,044+0.5% | $125,339+10.7% | $134,475+3.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.82% | 750.33%-771.1pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,051 | $5,243-60.9% | $4,814-57.4% | $4,740-56.7% |
| Participant deferral / active EE | $5,203 | $7,799-33.3% | $7,446-30.1% | $6,400-18.7% |
| Admin fee / account holder | $964 | $11,571-91.7% | $10,010-90.4% | $11,426-91.6% |