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 | $135,547 | $175,202-22.6% | $149,673-9.4% | $139,434-2.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -9.67% | 166.71%-176.4pp | 134.42%-144.1pp | 372.94%-382.6pp |
| Employer contribution / active EE | $15,233 | $5,474+178.3% | $4,818+216.2% | $4,751+220.6% |
| Participant deferral / active EE | $12,814 | $6,519+96.6% | $5,680+125.6% | $6,710+91.0% |
| Admin fee / account holder | $12,742 | $16,150-21.1% | $13,210-3.5% | $11,403+11.7% |