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 | $56,075 | $138,065-59.4% | $123,544-54.6% | $135,375-58.6% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -10.31% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $12,032 | $5,151+133.6% | $4,628+160.0% | $4,779+151.8% |
| Participant deferral / active EE | $4,242 | $6,799-37.6% | $6,426-34.0% | $5,609-24.4% |
| Admin fee / account holder | $2,734 | $10,916-74.9% | $9,284-70.5% | $10,827-74.7% |