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 | $70,257 | $160,055-56.1% | $140,016-49.8% | $135,375-48.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -11.20% | 911.38%-922.6pp | 651.12%-662.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,609 | $6,420-43.8% | $5,606-35.6% | $4,779-24.5% |
| Participant deferral / active EE | $9,180 | $7,642+20.1% | $6,927+32.5% | $5,609+63.7% |
| Admin fee / account holder | $522 | $13,328-96.1% | $10,705-95.1% | $10,827-95.2% |