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 | $105,911 | $150,440-29.6% | $136,294-22.3% | $147,584-28.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.60% | 1049.08%-1048.5pp | 5155.94%-5155.3pp | 578.55%-577.9pp |
| Employer contribution / active EE | $3,919 | $5,256-25.4% | $4,695-16.5% | $4,876-19.6% |
| Participant deferral / active EE | $15,139 | $6,630+128.3% | $6,247+142.3% | $5,439+178.3% |
| Admin fee / account holder | $53,082 | $10,905+386.8% | $9,243+474.3% | $10,885+387.6% |