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 | $100,716 | $180,449-44.2% | $154,107-34.6% | $135,375-25.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.92% | 888.09%-899.0pp | 735.12%-746.0pp | 519.73%-530.7pp |
| Employer contribution / active EE | $4,711 | $6,035-21.9% | $5,298-11.1% | $4,779-1.4% |
| Participant deferral / active EE | $8,628 | $5,806+48.6% | $5,081+69.8% | $5,609+53.8% |
| Admin fee / account holder | $1,701 | $16,143-89.5% | $13,411-87.3% | $10,827-84.3% |