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 | $6,257 | $88,751-93.0% | $81,812-92.4% | $145,922-95.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -1.10% | 1025.40%-1026.5pp | 773.79%-774.9pp | 561.29%-562.4pp |
| Employer contribution / active EE | $1,484 | $3,083-51.9% | $2,912-49.0% | $4,660-68.1% |
| Participant deferral / active EE | $2,534 | $4,643-45.4% | $4,319-41.3% | $6,688-62.1% |
| Admin fee / account holder | $1,598 | $8,415-81.0% | $7,386-78.4% | $13,397-88.1% |