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 | $130,449 | $138,044-5.5% | $125,339+4.1% | $134,475-3.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.48% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,024 | $5,243-42.3% | $4,814-37.2% | $4,740-36.2% |
| Participant deferral / active EE | $7,496 | $7,799-3.9% | $7,446+0.7% | $6,400+17.1% |
| Admin fee / account holder | $5,196 | $11,571-55.1% | $10,010-48.1% | $11,426-54.5% |