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 | $34,837 | $138,044-74.8% | $125,339-72.2% | $134,475-74.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.26% | 750.33%-778.6pp | 572.05%-600.3pp | 417.96%-446.2pp |
| Employer contribution / active EE | $10,411 | $5,243+98.5% | $4,814+116.3% | $4,740+119.6% |
| Participant deferral / active EE | $3,888 | $7,799-50.2% | $7,446-47.8% | $6,400-39.3% |
| Admin fee / account holder | $9,858 | $11,571-14.8% | $10,010-1.5% | $11,426-13.7% |