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 | $110,520 | $112,881-2.1% | $90,951+21.5% | $158,922-30.5% |
| Participation rate | 79.2% | 74.7%+4.4pp | 69.0%+10.2pp | 82.0%-2.8pp |
| Annual return | -5.13% | 215.79%-220.9pp | 134.60%-139.7pp | 302.83%-308.0pp |
| Employer contribution / active EE | $6,205 | $2,893+114.5% | $2,122+192.4% | $4,761+30.3% |
| Participant deferral / active EE | $1,697 | $4,128-58.9% | $3,373-49.7% | $5,982-71.6% |
| Admin fee / account holder | $4,863 | $8,041-39.5% | $5,959-18.4% | $11,246-56.8% |