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 | $41,139 | $97,757-57.9% | $83,848-50.9% | $135,375-69.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -9.68% | 1287.37%-1297.0pp | 850.88%-860.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $7,185 | $4,222+70.2% | $3,631+97.9% | $4,779+50.4% |
| Participant deferral / active EE | $3,807 | $4,682-18.7% | $4,082-6.7% | $5,609-32.1% |
| Admin fee / account holder | $17,782 | $6,674+166.4% | $5,478+224.6% | $10,827+64.2% |