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 | $178,170 | $176,056+1.2% | $159,436+11.8% | $167,490+6.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.72% | 331.75%-332.5pp | 263.57%-264.3pp | 478.56%-479.3pp |
| Employer contribution / active EE | $3,703 | $5,297-30.1% | $4,829-23.3% | $4,837-23.4% |
| Participant deferral / active EE | $4,742 | $7,750-38.8% | $7,352-35.5% | $6,341-25.2% |
| Admin fee / account holder | $22,462 | $12,554+78.9% | $10,799+108.0% | $12,309+82.5% |