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 | $59,768 | $92,703-35.5% | $82,719-27.7% | $134,475-55.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -38.25% | 944.92%-983.2pp | 701.18%-739.4pp | 417.96%-456.2pp |
| Employer contribution / active EE | $17,187 | $3,274+425.0% | $3,009+471.2% | $4,740+262.6% |
| Participant deferral / active EE | $12,015 | $4,802+150.2% | $4,395+173.4% | $6,400+87.7% |
| Admin fee / account holder | $359 | $5,983-94.0% | $5,329-93.3% | $11,426-96.9% |