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 | $126,697 | $107,934+17.4% | $91,989+37.7% | $152,861-17.1% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.4%+9.2pp |
| Annual return | -0.20% | 89.24%-89.4pp | 69.02%-69.2pp | 345.32%-345.5pp |
| Employer contribution / active EE | $10,651 | $4,210+153.0% | $3,452+208.6% | $4,762+123.7% |
| Participant deferral / active EE | $3,550 | $6,364-44.2% | $5,923-40.1% | $5,850-39.3% |
| Admin fee / account holder | $1,059 | $10,520-89.9% | $7,743-86.3% | $11,596-90.9% |