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 | $92,127 | $190,805-51.7% | $159,960-42.4% | $134,475-31.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.63% | 552.23%-572.9pp | 408.60%-429.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $9,354 | $4,995+87.3% | $4,226+121.4% | $4,740+97.4% |
| Participant deferral / active EE | $5,657 | $6,923-18.3% | $6,182-8.5% | $6,400-11.6% |
| Admin fee / account holder | $703 | $10,471-93.3% | $8,698-91.9% | $11,426-93.8% |