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 | $44,347 | $180,449-75.4% | $154,107-71.2% | $135,375-67.2% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -8.83% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,195 | $6,035-63.6% | $5,298-58.6% | $4,779-54.1% |
| Participant deferral / active EE | $6,409 | $5,806+10.4% | $5,081+26.2% | $5,609+14.3% |
| Admin fee / account holder | $526 | $16,143-96.7% | $13,411-96.1% | $10,827-95.1% |