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 4-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 | $230,457 | $138,044+66.9% | $125,339+83.9% | $134,475+71.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.12% | 750.33%-773.4pp | 572.05%-595.2pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,343 | $5,243-74.4% | $4,814-72.1% | $4,740-71.7% |
| Participant deferral / active EE | $4,897 | $7,799-37.2% | $7,446-34.2% | $6,400-23.5% |
| Admin fee / account holder | $11,014 | $11,571-4.8% | $10,010+10.0% | $11,426-3.6% |