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 3-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 | $53,619 | $114,381-53.1% | $107,525-50.1% | $142,382-62.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -13.87% | 242.71%-256.6pp | 181.32%-195.2pp | 217.08%-230.9pp |
| Employer contribution / active EE | $8,842 | $4,015+120.2% | $3,754+135.6% | $4,299+105.7% |
| Participant deferral / active EE | $8,472 | $5,564+52.2% | $5,116+65.6% | $6,507+30.2% |
| Admin fee / account holder | $14,238 | $9,860+44.4% | $8,919+59.6% | $12,624+12.8% |