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 | $64,443 | $135,635-52.5% | $110,238-41.5% | $135,375-52.4% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -9.74% | 513.19%-522.9pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $12,169 | $4,906+148.0% | $3,826+218.0% | $4,779+154.6% |
| Participant deferral / active EE | $7,052 | $5,506+28.1% | $4,672+51.0% | $5,609+25.7% |
| Admin fee / account holder | $2,959 | $11,457-74.2% | $8,547-65.4% | $10,827-72.7% |