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 | $82,061 | $135,635-39.5% | $110,238-25.6% | $135,375-39.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.25% | 513.19%-523.4pp | 314.74%-325.0pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,423 | $4,906-50.6% | $3,826-36.7% | $4,779-49.3% |
| Participant deferral / active EE | $6,906 | $5,506+25.4% | $4,672+47.8% | $5,609+23.1% |
| Admin fee / account holder | $13,456 | $11,457+17.4% | $8,547+57.4% | $10,827+24.3% |