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 8-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 | $15,559 | $97,757-84.1% | $83,848-81.4% | $135,375-88.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -34.39% | 1287.37%-1321.8pp | 850.88%-885.3pp | 519.73%-554.1pp |
| Employer contribution / active EE | $6,250 | $4,222+48.0% | $3,631+72.1% | $4,779+30.8% |
| Participant deferral / active EE | $8,609 | $4,682+83.9% | $4,082+110.9% | $5,609+53.5% |
| Admin fee / account holder | $1,833 | $6,674-72.5% | $5,478-66.5% | $10,827-83.1% |