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 | $45,293 | $111,724-59.5% | $93,606-51.6% | $145,922-69.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -65.13% | 202.98%-268.1pp | 133.20%-198.3pp | 561.29%-626.4pp |
| Employer contribution / active EE | $13,356 | $3,090+332.3% | $2,420+452.0% | $4,660+186.6% |
| Participant deferral / active EE | $9,049 | $4,912+84.2% | $4,411+105.1% | $6,688+35.3% |
| Admin fee / account holder | $53,327 | $10,250+420.3% | $8,285+543.7% | $13,397+298.1% |