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 9-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 | $51,076 | $138,044-63.0% | $125,339-59.2% | $134,475-62.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.61% | 750.33%-775.9pp | 572.05%-597.7pp | 417.96%-443.6pp |
| Employer contribution / active EE | $18,161 | $5,243+246.4% | $4,814+277.3% | $4,740+283.2% |
| Participant deferral / active EE | $8,911 | $7,799+14.3% | $7,446+19.7% | $6,400+39.2% |
| Admin fee / account holder | $1,395 | $11,571-87.9% | $10,010-86.1% | $11,426-87.8% |