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 | $211,662 | $180,449+17.3% | $154,107+37.3% | $135,375+56.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.62% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.4pp |
| Employer contribution / active EE | $6,293 | $6,035+4.3% | $5,298+18.8% | $4,779+31.7% |
| Participant deferral / active EE | $9,120 | $5,806+57.1% | $5,081+79.5% | $5,609+62.6% |
| Admin fee / account holder | $2,227 | $16,143-86.2% | $13,411-83.4% | $10,827-79.4% |