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 | $36,635 | $135,635-73.0% | $110,238-66.8% | $135,375-72.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.36% | 513.19%-523.5pp | 314.74%-325.1pp | 519.73%-530.1pp |
| Employer contribution / active EE | $5,896 | $4,906+20.2% | $3,826+54.1% | $4,779+23.4% |
| Participant deferral / active EE | $3,956 | $5,506-28.1% | $4,672-15.3% | $5,609-29.5% |
| Admin fee / account holder | $617 | $11,457-94.6% | $8,547-92.8% | $10,827-94.3% |