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 | $182,919 | $209,411-12.7% | $178,490+2.5% | $158,922+15.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.53% | 188.75%-189.3pp | 151.07%-151.6pp | 302.83%-303.4pp |
| Employer contribution / active EE | $2,396 | $5,706-58.0% | $5,011-52.2% | $4,761-49.7% |
| Participant deferral / active EE | $6,881 | $5,954+15.6% | $5,202+32.3% | $5,982+15.0% |
| Admin fee / account holder | $3,160 | $17,074-81.5% | $13,984-77.4% | $11,246-71.9% |