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 | $138,685 | $175,202-20.8% | $149,673-7.3% | $139,434-0.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -7.18% | 166.71%-173.9pp | 134.42%-141.6pp | 372.94%-380.1pp |
| Employer contribution / active EE | $16,718 | $5,474+205.4% | $4,818+247.0% | $4,751+251.9% |
| Participant deferral / active EE | $6,865 | $6,519+5.3% | $5,680+20.9% | $6,710+2.3% |
| Admin fee / account holder | $53,781 | $16,150+233.0% | $13,210+307.1% | $11,403+371.7% |