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 | $51,061 | $138,065-63.0% | $123,544-58.7% | $135,375-62.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.31% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,530 | $5,151-50.9% | $4,628-45.3% | $4,779-47.1% |
| Participant deferral / active EE | $5,789 | $6,799-14.9% | $6,426-9.9% | $5,609+3.2% |
| Admin fee / account holder | $495 | $10,916-95.5% | $9,284-94.7% | $10,827-95.4% |