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 | $120,140 | $138,044-13.0% | $125,339-4.1% | $134,475-10.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.07% | 750.33%-775.4pp | 572.05%-597.1pp | 417.96%-443.0pp |
| Employer contribution / active EE | $2,488 | $5,243-52.6% | $4,814-48.3% | $4,740-47.5% |
| Participant deferral / active EE | $11,897 | $7,799+52.6% | $7,446+59.8% | $6,400+85.9% |
| Admin fee / account holder | $4,655 | $11,571-59.8% | $10,010-53.5% | $11,426-59.3% |