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 | $46,500 | $97,757-52.4% | $83,848-44.5% | $135,375-65.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -11.69% | 1287.37%-1299.1pp | 850.88%-862.6pp | 519.73%-531.4pp |
| Employer contribution / active EE | $8,889 | $4,222+110.6% | $3,631+144.8% | $4,779+86.0% |
| Participant deferral / active EE | $7,037 | $4,682+50.3% | $4,082+72.4% | $5,609+25.5% |
| Admin fee / account holder | $1,717 | $6,674-74.3% | $5,478-68.7% | $10,827-84.1% |