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 | $30,152 | $102,547-70.6% | $78,210-61.4% | $147,584-79.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | -36.86% | 51.08%-87.9pp | 40.90%-77.8pp | 578.55%-615.4pp |
| Employer contribution / active EE | $2,795 | $2,617+6.8% | $2,034+37.5% | $4,876-42.7% |
| Participant deferral / active EE | $1,833 | $3,481-47.3% | $2,823-35.1% | $5,439-66.3% |
| Admin fee / account holder | $1,513 | $5,059-70.1% | $3,758-59.7% | $10,885-86.1% |