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 | $93,319 | $88,751+5.1% | $81,812+14.1% | $145,922-36.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -35.32% | 1025.40%-1060.7pp | 773.79%-809.1pp | 561.29%-596.6pp |
| Employer contribution / active EE | $6,763 | $3,083+119.3% | $2,912+132.2% | $4,660+45.1% |
| Participant deferral / active EE | $11,035 | $4,643+137.7% | $4,319+155.5% | $6,688+65.0% |
| Admin fee / account holder | $2,426 | $8,415-71.2% | $7,386-67.2% | $13,397-81.9% |