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 | $82,173 | $97,757-15.9% | $83,848-2.0% | $135,375-39.3% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -10.39% | 1287.37%-1297.8pp | 850.88%-861.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $6,043 | $4,222+43.1% | $3,631+66.4% | $4,779+26.4% |
| Participant deferral / active EE | $8,774 | $4,682+87.4% | $4,082+115.0% | $5,609+56.4% |
| Admin fee / account holder | $1,495 | $6,674-77.6% | $5,478-72.7% | $10,827-86.2% |