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 | $104,458 | $190,805-45.3% | $159,960-34.7% | $134,475-22.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.81% | 552.23%-575.0pp | 408.60%-431.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $7,184 | $4,995+43.8% | $4,226+70.0% | $4,740+51.6% |
| Participant deferral / active EE | $16,750 | $6,923+141.9% | $6,182+170.9% | $6,400+161.7% |
| Admin fee / account holder | $1,203 | $10,471-88.5% | $8,698-86.2% | $11,426-89.5% |