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 | $44,756 | $99,079-54.8% | $77,999-42.6% | $273,961-83.7% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.5%+18.9pp | 83.0%+11.4pp |
| Annual return | -12.43% | 217.93%-230.4pp | 425.96%-438.4pp | 41.45%-53.9pp |
| Employer contribution / active EE | $3,090 | $3,308-6.6% | $2,470+25.1% | $4,869-36.5% |
| Participant deferral / active EE | $4,900 | $4,306+13.8% | $3,497+40.1% | $5,287-7.3% |
| Admin fee / account holder | $409 | $8,954-95.4% | $5,480-92.5% | $10,132-96.0% |