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 | $59,909 | $97,757-38.7% | $83,848-28.6% | $135,375-55.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.45% | 1287.37%-1298.8pp | 850.88%-862.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $13,751 | $4,222+225.7% | $3,631+278.7% | $4,779+187.7% |
| Participant deferral / active EE | $9,632 | $4,682+105.7% | $4,082+136.0% | $5,609+71.7% |
| Admin fee / account holder | $380 | $6,674-94.3% | $5,478-93.1% | $10,827-96.5% |