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 | $204,431 | $160,055+27.7% | $140,016+46.0% | $135,375+51.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.43% | 911.38%-921.8pp | 651.12%-661.5pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,566 | $6,420-75.6% | $5,606-72.1% | $4,779-67.2% |
| Participant deferral / active EE | $3,973 | $7,642-48.0% | $6,927-42.6% | $5,609-29.2% |
| Admin fee / account holder | $3,065 | $13,328-77.0% | $10,705-71.4% | $10,827-71.7% |