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 | $63,672 | $135,635-53.1% | $110,238-42.2% | $135,375-53.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.06% | 513.19%-522.2pp | 314.74%-323.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,739 | $4,906-23.8% | $3,826-2.3% | $4,779-21.8% |
| Participant deferral / active EE | $5,901 | $5,506+7.2% | $4,672+26.3% | $5,609+5.2% |
| Admin fee / account holder | $1,179 | $11,457-89.7% | $8,547-86.2% | $10,827-89.1% |