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 | $32,544 | $160,055-79.7% | $140,016-76.8% | $135,375-76.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.98% | 911.38%-921.4pp | 651.12%-661.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $5,265 | $6,420-18.0% | $5,606-6.1% | $4,779+10.2% |
| Participant deferral / active EE | $17,655 | $7,642+131.0% | $6,927+154.9% | $5,609+214.8% |
| Admin fee / account holder | $1,748 | $13,328-86.9% | $10,705-83.7% | $10,827-83.9% |