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 | $80,815 | $198,466-59.3% | $170,442-52.6% | $147,584-45.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -26.38% | 257.29%-283.7pp | 205.93%-232.3pp | 578.55%-604.9pp |
| Employer contribution / active EE | $2,258 | $6,184-63.5% | $5,433-58.4% | $4,876-53.7% |
| Participant deferral / active EE | $3,632 | $5,629-35.5% | $4,939-26.5% | $5,439-33.2% |
| Admin fee / account holder | $30,324 | $16,852+79.9% | $13,880+118.5% | $10,885+178.6% |