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 | $50,170 | $90,600-44.6% | $79,464-36.9% | $135,375-62.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.92% | 977.43%-987.4pp | 718.14%-728.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $5,382 | $3,068+75.4% | $2,800+92.2% | $4,779+12.6% |
| Participant deferral / active EE | $7,779 | $4,050+92.1% | $3,704+110.0% | $5,609+38.7% |
| Admin fee / account holder | $364 | $5,907-93.8% | $5,113-92.9% | $10,827-96.6% |