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 | $20,151 | $97,757-79.4% | $83,848-76.0% | $135,375-85.1% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -10.66% | 1287.37%-1298.0pp | 850.88%-861.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,924 | $4,222-54.4% | $3,631-47.0% | $4,779-59.7% |
| Participant deferral / active EE | $3,213 | $4,682-31.4% | $4,082-21.3% | $5,609-42.7% |
| Admin fee / account holder | $464 | $6,674-93.0% | $5,478-91.5% | $10,827-95.7% |