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 | $148,371 | $209,411-29.1% | $178,490-16.9% | $158,922-6.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -24.38% | 188.75%-213.1pp | 151.07%-175.5pp | 302.83%-327.2pp |
| Employer contribution / active EE | $5,888 | $5,706+3.2% | $5,011+17.5% | $4,761+23.7% |
| Participant deferral / active EE | $7,729 | $5,954+29.8% | $5,202+48.6% | $5,982+29.2% |
| Admin fee / account holder | $1,635 | $17,074-90.4% | $13,984-88.3% | $11,246-85.5% |