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 | $38,005 | $138,065-72.5% | $123,544-69.2% | $135,375-71.9% |
| Participation rate | 79.2% | 84.7%-5.6pp | 82.3%-3.1pp | 82.6%-3.5pp |
| Annual return | -13.36% | 153.68%-167.0pp | 119.20%-132.6pp | 519.73%-533.1pp |
| Employer contribution / active EE | $4,199 | $5,151-18.5% | $4,628-9.3% | $4,779-12.1% |
| Participant deferral / active EE | $11,621 | $6,799+70.9% | $6,426+80.9% | $5,609+107.2% |
| Admin fee / account holder | $378 | $10,916-96.5% | $9,284-95.9% | $10,827-96.5% |