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 | $175,232 | $217,402-19.4% | $185,823-5.7% | $167,490+4.6% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | -1.81% | 148.36%-150.2pp | 122.05%-123.9pp | 478.56%-480.4pp |
| Employer contribution / active EE | $13,356 | $5,873+127.4% | $5,167+158.5% | $4,837+176.1% |
| Participant deferral / active EE | $9,750 | $6,356+53.4% | $5,568+75.1% | $6,341+53.8% |
| Admin fee / account holder | $1,623 | $19,811-91.8% | $16,237-90.0% | $12,309-86.8% |