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 | $59,794 | $102,966-41.9% | $90,281-33.8% | $152,861-60.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -0.69% | 95.16%-95.9pp | 78.10%-78.8pp | 345.32%-346.0pp |
| Employer contribution / active EE | $3,759 | $3,139+19.8% | $2,854+31.7% | $4,762-21.1% |
| Participant deferral / active EE | $3,370 | $4,281-21.3% | $3,885-13.3% | $5,850-42.4% |
| Admin fee / account holder | $15,220 | $6,171+146.7% | $5,351+184.4% | $11,596+31.3% |