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 | $21,195 | $97,757-78.3% | $83,848-74.7% | $135,375-84.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.81% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,803 | $4,222-9.9% | $3,631+4.8% | $4,779-20.4% |
| Participant deferral / active EE | $7,495 | $4,682+60.1% | $4,082+83.6% | $5,609+33.6% |
| Admin fee / account holder | $1,133 | $6,674-83.0% | $5,478-79.3% | $10,827-89.5% |