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 | $146,323 | $138,065+6.0% | $123,544+18.4% | $135,375+8.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.23% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,997 | $5,151-22.4% | $4,628-13.6% | $4,779-16.4% |
| Participant deferral / active EE | $4,552 | $6,799-33.0% | $6,426-29.2% | $5,609-18.8% |
| Admin fee / account holder | $1,806 | $10,916-83.5% | $9,284-80.5% | $10,827-83.3% |