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 | $167,009 | $180,449-7.4% | $154,107+8.4% | $135,375+23.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.07% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $9,105 | $6,035+50.9% | $5,298+71.9% | $4,779+90.5% |
| Participant deferral / active EE | $6,263 | $5,806+7.9% | $5,081+23.3% | $5,609+11.7% |
| Admin fee / account holder | $3,946 | $16,143-75.6% | $13,411-70.6% | $10,827-63.6% |