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 | $160,929 | $175,202-8.1% | $149,673+7.5% | $139,434+15.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -14.11% | 166.71%-180.8pp | 134.42%-148.5pp | 372.94%-387.1pp |
| Employer contribution / active EE | $7,775 | $5,474+42.0% | $4,818+61.4% | $4,751+63.7% |
| Participant deferral / active EE | $5,029 | $6,519-22.8% | $5,680-11.5% | $6,710-25.0% |
| Admin fee / account holder | $818 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |