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 | $132,831 | $138,065-3.8% | $123,544+7.5% | $135,375-1.9% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -9.37% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $8,360 | $5,151+62.3% | $4,628+80.6% | $4,779+74.9% |
| Participant deferral / active EE | $6,261 | $6,799-7.9% | $6,426-2.6% | $5,609+11.6% |
| Admin fee / account holder | $733 | $10,916-93.3% | $9,284-92.1% | $10,827-93.2% |