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 | $18,856 | $90,600-79.2% | $79,464-76.3% | $135,375-86.1% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -16.37% | 977.43%-993.8pp | 718.14%-734.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $4,657 | $3,068+51.8% | $2,800+66.3% | $4,779-2.6% |
| Participant deferral / active EE | $5,876 | $4,050+45.1% | $3,704+58.6% | $5,609+4.8% |
| Admin fee / account holder | $308 | $5,907-94.8% | $5,113-94.0% | $10,827-97.2% |