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 | $84,537 | $180,449-53.2% | $154,107-45.1% | $135,375-37.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.16% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $8,805 | $6,035+45.9% | $5,298+66.2% | $4,779+84.2% |
| Participant deferral / active EE | $8,072 | $5,806+39.0% | $5,081+58.9% | $5,609+43.9% |
| Admin fee / account holder | $1,410 | $16,143-91.3% | $13,411-89.5% | $10,827-87.0% |