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 | $30,282 | $160,055-81.1% | $140,016-78.4% | $135,375-77.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -9.75% | 911.38%-921.1pp | 651.12%-660.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,148 | $6,420-51.0% | $5,606-43.8% | $4,779-34.1% |
| Participant deferral / active EE | $8,559 | $7,642+12.0% | $6,927+23.6% | $5,609+52.6% |
| Admin fee / account holder | $366 | $13,328-97.3% | $10,705-96.6% | $10,827-96.6% |