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 | $20,416 | $138,044-85.2% | $125,339-83.7% | $134,475-84.8% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -38.64% | 750.33%-789.0pp | 572.05%-610.7pp | 417.96%-456.6pp |
| Employer contribution / active EE | $8,492 | $5,243+62.0% | $4,814+76.4% | $4,740+79.2% |
| Participant deferral / active EE | $7,631 | $7,799-2.2% | $7,446+2.5% | $6,400+19.2% |
| Admin fee / account holder | $443 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |