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 | $52,364 | $138,065-62.1% | $123,544-57.6% | $135,375-61.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.65% | 153.68%-167.3pp | 119.20%-132.8pp | 519.73%-533.4pp |
| Employer contribution / active EE | $5,174 | $5,151+0.4% | $4,628+11.8% | $4,779+8.3% |
| Participant deferral / active EE | $19,285 | $6,799+183.6% | $6,426+200.1% | $5,609+243.8% |
| Admin fee / account holder | $427 | $10,916-96.1% | $9,284-95.4% | $10,827-96.1% |