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 | $47,641 | $138,044-65.5% | $125,339-62.0% | $134,475-64.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.40% | 750.33%-771.7pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,485 | $5,243-33.5% | $4,814-27.6% | $4,740-26.5% |
| Participant deferral / active EE | $15,320 | $7,799+96.4% | $7,446+105.7% | $6,400+139.4% |
| Admin fee / account holder | $3,853 | $11,571-66.7% | $10,010-61.5% | $11,426-66.3% |