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 | $66,480 | $135,635-51.0% | $110,238-39.7% | $135,375-50.9% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.81% | 513.19%-522.0pp | 314.74%-323.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $21,844 | $4,906+345.2% | $3,826+470.9% | $4,779+357.1% |
| Participant deferral / active EE | $3,991 | $5,506-27.5% | $4,672-14.6% | $5,609-28.8% |
| Admin fee / account holder | $3,446 | $11,457-69.9% | $8,547-59.7% | $10,827-68.2% |