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 6-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 | $82,056 | $102,604-20.0% | $86,188-4.8% | $139,434-41.2% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.0%+24.8pp | 80.3%+13.4pp |
| Annual return | -4.81% | 1922.51%-1927.3pp | 1168.45%-1173.3pp | 372.94%-377.8pp |
| Employer contribution / active EE | $13,547 | $3,032+346.7% | $2,380+469.2% | $4,751+185.1% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,540 | $8,657-59.1% | $6,852-48.3% | $11,403-69.0% |