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 7-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 | $107,264 | $135,635-20.9% | $110,238-2.7% | $135,375-20.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.85% | 513.19%-523.0pp | 314.74%-324.6pp | 519.73%-529.6pp |
| Employer contribution / active EE | $4,400 | $4,906-10.3% | $3,826+15.0% | $4,779-7.9% |
| Participant deferral / active EE | $15,380 | $5,506+179.3% | $4,672+229.2% | $5,609+174.2% |
| Admin fee / account holder | $7,043 | $11,457-38.5% | $8,547-17.6% | $10,827-34.9% |