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 | $28,538 | $97,757-70.8% | $83,848-66.0% | $135,375-78.9% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -10.55% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $8,239 | $4,222+95.2% | $3,631+126.9% | $4,779+72.4% |
| Participant deferral / active EE | $8,029 | $4,682+71.5% | $4,082+96.7% | $5,609+43.1% |
| Admin fee / account holder | $971 | $6,674-85.5% | $5,478-82.3% | $10,827-91.0% |