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 6-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 | $63,931 | $114,047-43.9% | $96,139-33.5% | $167,490-61.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | -0.65% | 189.88%-190.5pp | 191.94%-192.6pp | 478.56%-479.2pp |
| Employer contribution / active EE | $9,098 | $3,427+165.5% | $2,797+225.3% | $4,837+88.1% |
| Participant deferral / active EE | $21,737 | $5,194+318.5% | $4,349+399.8% | $6,341+242.8% |
| Admin fee / account holder | $17,939 | $6,897+160.1% | $5,537+224.0% | $12,309+45.7% |