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 | $122,271 | $138,044-11.4% | $125,339-2.4% | $134,475-9.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.70% | 750.33%-779.0pp | 572.05%-600.8pp | 417.96%-446.7pp |
| Employer contribution / active EE | $1,219 | $5,243-76.8% | $4,814-74.7% | $4,740-74.3% |
| Participant deferral / active EE | $5,707 | $7,799-26.8% | $7,446-23.4% | $6,400-10.8% |
| Admin fee / account holder | $793 | $11,571-93.1% | $10,010-92.1% | $11,426-93.1% |