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 | $58,630 | $95,971-38.9% | $74,550-21.4% | $135,375-56.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.25% | 56.96%-67.2pp | 32.53%-42.8pp | 519.73%-530.0pp |
| Employer contribution / active EE | $9,750 | $2,716+259.0% | $1,961+397.2% | $4,779+104.0% |
| Participant deferral / active EE | $21,500 | $3,843+459.4% | $3,108+591.8% | $5,609+283.3% |
| Admin fee / account holder | $976 | $6,522-85.0% | $5,060-80.7% | $10,827-91.0% |