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 | $67,358 | $167,307-59.7% | $143,757-53.1% | $134,475-49.9% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -54.42% | 0.46%-54.9pp | -0.04%-54.4pp | 417.96%-472.4pp |
| Employer contribution / active EE | $23,129 | $5,619+311.6% | $4,951+367.2% | $4,740+388.0% |
| Participant deferral / active EE | $40,526 | $6,446+528.7% | $5,637+618.9% | $6,400+533.2% |
| Admin fee / account holder | $854 | $18,088-95.3% | $14,673-94.2% | $11,426-92.5% |