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 | $106,465 | $84,695+25.7% | $73,843+44.2% | $125,391-15.1% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -4.23% | 3123.53%-3127.8pp | 2267.84%-2272.1pp | 282.22%-286.5pp |
| Employer contribution / active EE | $16,508 | $3,123+428.6% | $2,787+492.2% | $4,866+239.3% |
| Participant deferral / active EE | $12,746 | $3,992+219.3% | $3,583+255.7% | $5,352+138.2% |
| Admin fee / account holder | $1,179 | $5,691-79.3% | $4,880-75.8% | $9,540-87.6% |