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 | $127,060 | $138,065-8.0% | $123,544+2.8% | $135,375-6.1% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -11.25% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,001 | $5,151-41.7% | $4,628-35.1% | $4,779-37.2% |
| Participant deferral / active EE | $6,210 | $6,799-8.7% | $6,426-3.4% | $5,609+10.7% |
| Admin fee / account holder | $2,954 | $10,916-72.9% | $9,284-68.2% | $10,827-72.7% |