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 | $209,951 | $104,486+100.9% | $76,817+173.3% | $152,861+37.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | -2.32% | 1013.37%-1015.7pp | 1166.11%-1168.4pp | 345.32%-347.6pp |
| Employer contribution / active EE | $11,547 | $3,116+270.6% | $2,302+401.6% | $4,762+142.5% |
| Participant deferral / active EE | $8,509 | $4,236+100.9% | $3,336+155.1% | $5,850+45.5% |
| Admin fee / account holder | $1,008 | $12,275-91.8% | $6,420-84.3% | $11,596-91.3% |