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 | $33,589 | $160,055-79.0% | $140,016-76.0% | $135,375-75.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -11.00% | 911.38%-922.4pp | 651.12%-662.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $8,723 | $6,420+35.9% | $5,606+55.6% | $4,779+82.5% |
| Participant deferral / active EE | $3,780 | $7,642-50.5% | $6,927-45.4% | $5,609-32.6% |
| Admin fee / account holder | $2,712 | $13,328-79.7% | $10,705-74.7% | $10,827-75.0% |