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 | $151,353 | $180,449-16.1% | $154,107-1.8% | $135,375+11.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.43% | 888.09%-897.5pp | 735.12%-744.5pp | 519.73%-529.2pp |
| Employer contribution / active EE | $5,719 | $6,035-5.2% | $5,298+8.0% | $4,779+19.7% |
| Participant deferral / active EE | $14,726 | $5,806+153.6% | $5,081+189.8% | $5,609+162.5% |
| Admin fee / account holder | $6,630 | $16,143-58.9% | $13,411-50.6% | $10,827-38.8% |