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 | $56,043 | $138,065-59.4% | $123,544-54.6% | $135,375-58.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.66% | 153.68%-163.3pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,242 | $5,151-56.5% | $4,628-51.6% | $4,779-53.1% |
| Participant deferral / active EE | $11,125 | $6,799+63.6% | $6,426+73.1% | $5,609+98.3% |
| Admin fee / account holder | $477 | $10,916-95.6% | $9,284-94.9% | $10,827-95.6% |