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 | $46,333 | $97,757-52.6% | $83,848-44.7% | $135,375-65.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.98% | 1287.37%-1298.4pp | 850.88%-861.9pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,822 | $4,222-33.1% | $3,631-22.3% | $4,779-40.9% |
| Participant deferral / active EE | $7,266 | $4,682+55.2% | $4,082+78.0% | $5,609+29.6% |
| Admin fee / account holder | $1,740 | $6,674-73.9% | $5,478-68.2% | $10,827-83.9% |