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 | $202,438 | $61,774+227.7% | $97,226+108.2% | $80,856+150.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | -25.08% | -557.90%+532.8pp | 75.13%-100.2pp | 35.59%-60.7pp |
| Employer contribution / active EE | $3,075 | $1,837+67.4% | $2,729+12.7% | $2,755+11.6% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $660 | $5,166-87.2% | $5,654-88.3% | $6,918-90.5% |