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 | $140,353 | $159,901-12.2% | $146,958-4.5% | $145,922-3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.19% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,278 | $5,286-75.8% | $4,933-74.1% | $4,660-72.6% |
| Participant deferral / active EE | $7,903 | $8,428-6.2% | $8,070-2.1% | $6,688+18.2% |
| Admin fee / account holder | $2,460 | $15,044-83.6% | $12,998-81.1% | $13,397-81.6% |