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 | $88,467 | $138,065-35.9% | $123,544-28.4% | $135,375-34.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.47% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $10,345 | $5,151+100.8% | $4,628+123.5% | $4,779+116.5% |
| Participant deferral / active EE | $8,477 | $6,799+24.7% | $6,426+31.9% | $5,609+51.1% |
| Admin fee / account holder | $2,427 | $10,916-77.8% | $9,284-73.9% | $10,827-77.6% |