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 | $19,484 | $105,998-81.6% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -195.54% | 50.05%-245.6pp | 176.28%-371.8pp | 578.55%-774.1pp |
| Employer contribution / active EE | $6,095 | $4,333+40.7% | $3,679+65.6% | $4,876+25.0% |
| Participant deferral / active EE | $20,737 | $4,478+363.1% | $3,897+432.2% | $5,439+281.3% |
| Admin fee / account holder | $339 | $6,332-94.6% | $5,194-93.5% | $10,885-96.9% |