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 | $8,816 | $104,106-91.5% | $71,086-87.6% | $135,375-93.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -17.84% | 1256.30%-1274.1pp | 650.59%-668.4pp | 519.73%-537.6pp |
| Employer contribution / active EE | $5,620 | $1,485+278.5% | $1,088+416.7% | $4,779+17.6% |
| Participant deferral / active EE | $3,608 | $2,527+42.8% | $1,874+92.5% | $5,609-35.7% |
| Admin fee / account holder | $830 | $4,142-80.0% | $3,082-73.1% | $10,827-92.3% |