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 | $122,132 | $180,449-32.3% | $154,107-20.7% | $135,375-9.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -11.30% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $15,119 | $6,035+150.5% | $5,298+185.4% | $4,779+216.4% |
| Participant deferral / active EE | $13,500 | $5,806+132.5% | $5,081+165.7% | $5,609+140.7% |
| Admin fee / account holder | $1,816 | $16,143-88.8% | $13,411-86.5% | $10,827-83.2% |