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 | $48,624 | $138,065-64.8% | $123,544-60.6% | $135,375-64.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -12.30% | 153.68%-166.0pp | 119.20%-131.5pp | 519.73%-532.0pp |
| Employer contribution / active EE | $3,735 | $5,151-27.5% | $4,628-19.3% | $4,779-21.8% |
| Participant deferral / active EE | $9,357 | $6,799+37.6% | $6,426+45.6% | $5,609+66.8% |
| Admin fee / account holder | $3,571 | $10,916-67.3% | $9,284-61.5% | $10,827-67.0% |