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 | $53,972 | $135,635-60.2% | $110,238-51.0% | $135,375-60.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.46% | 513.19%-522.6pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $3,760 | $4,906-23.4% | $3,826-1.7% | $4,779-21.3% |
| Participant deferral / active EE | $11,944 | $5,506+116.9% | $4,672+155.7% | $5,609+113.0% |
| Admin fee / account holder | $2,888 | $11,457-74.8% | $8,547-66.2% | $10,827-73.3% |