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 | $170,155 | $100,852+68.7% | $90,404+88.2% | $158,922+7.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -2.86% | 1724.20%-1727.1pp | 1293.02%-1295.9pp | 302.83%-305.7pp |
| Employer contribution / active EE | $2,104 | $3,689-43.0% | $3,262-35.5% | $4,761-55.8% |
| Participant deferral / active EE | $3,333 | $4,348-23.3% | $3,963-15.9% | $5,982-44.3% |
| Admin fee / account holder | $566 | $6,501-91.3% | $5,611-89.9% | $11,246-95.0% |