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 | $62,967 | $135,635-53.6% | $110,238-42.9% | $135,375-53.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.17% | 513.19%-523.4pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,548 | $4,906-27.7% | $3,826-7.3% | $4,779-25.8% |
| Participant deferral / active EE | $11,123 | $5,506+102.0% | $4,672+138.1% | $5,609+98.3% |
| Admin fee / account holder | $497 | $11,457-95.7% | $8,547-94.2% | $10,827-95.4% |