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 | $52,158 | $150,440-65.3% | $136,294-61.7% | $147,584-64.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -5.18% | 1049.08%-1054.3pp | 5155.94%-5161.1pp | 578.55%-583.7pp |
| Employer contribution / active EE | $11,055 | $5,256+110.3% | $4,695+135.4% | $4,876+126.7% |
| Participant deferral / active EE | $12,473 | $6,630+88.1% | $6,247+99.7% | $5,439+129.3% |
| Admin fee / account holder | $8,185 | $10,905-24.9% | $9,243-11.4% | $10,885-24.8% |