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 7-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 | $50,502 | $76,738-34.2% | $56,411-10.5% | $145,922-65.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 0.74% | 2994.23%-2993.5pp | 1701.33%-1700.6pp | 561.29%-560.6pp |
| Employer contribution / active EE | $11,077 | $1,380+702.8% | $1,039+966.5% | $4,660+137.7% |
| Participant deferral / active EE | $1,769 | $2,623-32.5% | $1,952-9.4% | $6,688-73.5% |
| Admin fee / account holder | $187,856 | $3,334+5535.0% | $2,829+6540.9% | $13,397+1302.2% |