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 | $80,120 | $112,881-29.0% | $90,951-11.9% | $158,922-49.6% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | -4.60% | 215.79%-220.4pp | 134.60%-139.2pp | 302.83%-307.4pp |
| Employer contribution / active EE | $16,703 | $2,893+477.3% | $2,122+687.1% | $4,761+250.8% |
| Participant deferral / active EE | $2,503 | $4,128-39.4% | $3,373-25.8% | $5,982-58.2% |
| Admin fee / account holder | $23,333 | $8,041+190.2% | $5,959+291.6% | $11,246+107.5% |