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 | $72,895 | $150,440-51.5% | $136,294-46.5% | $147,584-50.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.88% | 1049.08%-1048.2pp | 5155.94%-5155.1pp | 578.55%-577.7pp |
| Employer contribution / active EE | $4,525 | $5,256-13.9% | $4,695-3.6% | $4,876-7.2% |
| Participant deferral / active EE | $16,650 | $6,630+151.1% | $6,247+166.5% | $5,439+206.1% |
| Admin fee / account holder | $2,634 | $10,905-75.8% | $9,243-71.5% | $10,885-75.8% |