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 | $10,193 | $90,600-88.7% | $79,464-87.2% | $135,375-92.5% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -17.34% | 977.43%-994.8pp | 718.14%-735.5pp | 519.73%-537.1pp |
| Employer contribution / active EE | $2,141 | $3,068-30.2% | $2,800-23.5% | $4,779-55.2% |
| Participant deferral / active EE | $2,967 | $4,050-26.8% | $3,704-19.9% | $5,609-47.1% |
| Admin fee / account holder | $345 | $5,907-94.2% | $5,113-93.2% | $10,827-96.8% |