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 | $58,130 | $138,044-57.9% | $125,339-53.6% | $134,475-56.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.07% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $7,244 | $5,243+38.2% | $4,814+50.5% | $4,740+52.8% |
| Participant deferral / active EE | $11,470 | $7,799+47.1% | $7,446+54.0% | $6,400+79.2% |
| Admin fee / account holder | $8,398 | $11,571-27.4% | $10,010-16.1% | $11,426-26.5% |