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 | $23,817 | $97,757-75.6% | $83,848-71.6% | $135,375-82.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.30% | 1287.37%-1299.7pp | 850.88%-863.2pp | 519.73%-532.0pp |
| Employer contribution / active EE | $2,417 | $4,222-42.8% | $3,631-33.4% | $4,779-49.4% |
| Participant deferral / active EE | $7,566 | $4,682+61.6% | $4,082+85.4% | $5,609+34.9% |
| Admin fee / account holder | $825 | $6,674-87.6% | $5,478-84.9% | $10,827-92.4% |