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 | $50,033 | $97,757-48.8% | $83,848-40.3% | $135,375-63.0% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -9.95% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,114 | $4,222-49.9% | $3,631-41.8% | $4,779-55.8% |
| Participant deferral / active EE | $5,720 | $4,682+22.2% | $4,082+40.1% | $5,609+2.0% |
| Admin fee / account holder | $8,965 | $6,674+34.3% | $5,478+63.6% | $10,827-17.2% |