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 | $53,435 | $92,703-42.4% | $82,719-35.4% | $134,475-60.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.39% | 944.92%-968.3pp | 701.18%-724.6pp | 417.96%-441.4pp |
| Employer contribution / active EE | $10,659 | $3,274+225.6% | $3,009+254.2% | $4,740+124.9% |
| Participant deferral / active EE | $11,169 | $4,802+132.6% | $4,395+154.1% | $6,400+74.5% |
| Admin fee / account holder | $423 | $5,983-92.9% | $5,329-92.1% | $11,426-96.3% |