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 7-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 | $79,045 | $138,044-42.7% | $125,339-36.9% | $134,475-41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.71% | 750.33%-787.0pp | 572.05%-608.8pp | 417.96%-454.7pp |
| Employer contribution / active EE | $24,954 | $5,243+375.9% | $4,814+418.4% | $4,740+426.5% |
| Participant deferral / active EE | $20,611 | $7,799+164.3% | $7,446+176.8% | $6,400+222.1% |
| Admin fee / account holder | $1,180 | $11,571-89.8% | $10,010-88.2% | $11,426-89.7% |