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 | $35,939 | $160,055-77.5% | $140,016-74.3% | $135,375-73.5% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.5%-11.3pp | 82.6%-6.5pp |
| Annual return | -13.03% | 911.38%-924.4pp | 651.12%-664.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $4,001 | $6,420-37.7% | $5,606-28.6% | $4,779-16.3% |
| Participant deferral / active EE | $7,731 | $7,642+1.2% | $6,927+11.6% | $5,609+37.8% |
| Admin fee / account holder | $735 | $13,328-94.5% | $10,705-93.1% | $10,827-93.2% |