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 | $97,763 | $168,632-42.0% | $147,614-33.8% | $125,391-22.0% |
| Participation rate | 81.3% | 88.8%-7.5pp | 84.6%-3.4pp | 83.2%-1.9pp |
| Annual return | -3.89% | 77.65%-81.5pp | 61.98%-65.9pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,466 | $6,252-60.6% | $5,564-55.7% | $4,866-49.3% |
| Participant deferral / active EE | $6,455 | $5,507+17.2% | $4,895+31.9% | $5,352+20.6% |
| Admin fee / account holder | $2,358 | $13,580-82.6% | $11,611-79.7% | $9,540-75.3% |