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 | $116,478 | $133,922-13.0% | $116,228+0.2% | $142,382-18.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | -0.94% | 147.76%-148.7pp | 90.06%-91.0pp | 217.08%-218.0pp |
| Employer contribution / active EE | $5,767 | $3,446+67.4% | $2,994+92.6% | $4,299+34.1% |
| Participant deferral / active EE | $7,397 | $5,672+30.4% | $4,953+49.3% | $6,507+13.7% |
| Admin fee / account holder | $3,313 | $14,945-77.8% | $11,989-72.4% | $12,624-73.8% |