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 | $60,849 | $138,044-55.9% | $125,339-51.5% | $134,475-54.8% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -23.02% | 750.33%-773.3pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,840 | $5,243-45.8% | $4,814-41.0% | $4,740-40.1% |
| Participant deferral / active EE | $8,850 | $7,799+13.5% | $7,446+18.9% | $6,400+38.3% |
| Admin fee / account holder | $1,412 | $11,571-87.8% | $10,010-85.9% | $11,426-87.6% |