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 | $93,381 | $100,852-7.4% | $90,404+3.3% | $158,922-41.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | -8.63% | 1724.20%-1732.8pp | 1293.02%-1301.6pp | 302.83%-311.5pp |
| Employer contribution / active EE | $9,675 | $3,689+162.3% | $3,262+196.6% | $4,761+103.2% |
| Participant deferral / active EE | $4,648 | $4,348+6.9% | $3,963+17.3% | $5,982-22.3% |
| Admin fee / account holder | $1,283 | $6,501-80.3% | $5,611-77.1% | $11,246-88.6% |