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 | $31,113 | $138,044-77.5% | $125,339-75.2% | $134,475-76.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.92% | 750.33%-777.2pp | 572.05%-599.0pp | 417.96%-444.9pp |
| Employer contribution / active EE | $5,913 | $5,243+12.8% | $4,814+22.8% | $4,740+24.8% |
| Participant deferral / active EE | $17,553 | $7,799+125.1% | $7,446+135.7% | $6,400+174.3% |
| Admin fee / account holder | $5,124 | $11,571-55.7% | $10,010-48.8% | $11,426-55.2% |