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 | $137,228 | $160,055-14.3% | $140,016-2.0% | $135,375+1.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.88% | 911.38%-921.3pp | 651.12%-661.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $8,377 | $6,420+30.5% | $5,606+49.4% | $4,779+75.3% |
| Participant deferral / active EE | $13,457 | $7,642+76.1% | $6,927+94.3% | $5,609+139.9% |
| Admin fee / account holder | $688 | $13,328-94.8% | $10,705-93.6% | $10,827-93.6% |