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 | $53,211 | $180,449-70.5% | $154,107-65.5% | $135,375-60.7% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -13.04% | 888.09%-901.1pp | 735.12%-748.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $7,193 | $6,035+19.2% | $5,298+35.8% | $4,779+50.5% |
| Participant deferral / active EE | $6,018 | $5,806+3.6% | $5,081+18.4% | $5,609+7.3% |
| Admin fee / account holder | $746 | $16,143-95.4% | $13,411-94.4% | $10,827-93.1% |