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 | $138,671 | $138,044+0.5% | $125,339+10.6% | $134,475+3.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.89% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $6,517 | $5,243+24.3% | $4,814+35.4% | $4,740+37.5% |
| Participant deferral / active EE | $4,889 | $7,799-37.3% | $7,446-34.3% | $6,400-23.6% |
| Admin fee / account holder | $2,627 | $11,571-77.3% | $10,010-73.8% | $11,426-77.0% |