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 | $184,558 | $183,963+0.3% | $162,163+13.8% | $152,861+20.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.81% | 150.76%-147.0pp | 115.59%-111.8pp | 345.32%-341.5pp |
| Employer contribution / active EE | $6,983 | $6,371+9.6% | $5,614+24.4% | $4,762+46.6% |
| Participant deferral / active EE | $10,679 | $8,034+32.9% | $7,298+46.3% | $5,850+82.5% |
| Admin fee / account holder | $1,395 | $13,121-89.4% | $10,843-87.1% | $11,596-88.0% |