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 | $199,698 | $209,411-4.6% | $178,490+11.9% | $158,922+25.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.36% | 188.75%-189.1pp | 151.07%-151.4pp | 302.83%-303.2pp |
| Employer contribution / active EE | $13,856 | $5,706+142.8% | $5,011+176.5% | $4,761+191.0% |
| Participant deferral / active EE | $14,136 | $5,954+137.4% | $5,202+171.8% | $5,982+136.3% |
| Admin fee / account holder | $2,888 | $17,074-83.1% | $13,984-79.3% | $11,246-74.3% |