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 | $64,045 | $160,055-60.0% | $140,016-54.3% | $135,375-52.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -17.30% | 911.38%-928.7pp | 651.12%-668.4pp | 519.73%-537.0pp |
| Employer contribution / active EE | $13,152 | $6,420+104.8% | $5,606+134.6% | $4,779+175.2% |
| Participant deferral / active EE | $11,870 | $7,642+55.3% | $6,927+71.3% | $5,609+111.6% |
| Admin fee / account holder | $616 | $13,328-95.4% | $10,705-94.2% | $10,827-94.3% |