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 8-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 | $33,240 | $138,065-75.9% | $123,544-73.1% | $135,375-75.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -32.03% | 153.68%-185.7pp | 119.20%-151.2pp | 519.73%-551.8pp |
| Employer contribution / active EE | $22,253 | $5,151+332.0% | $4,628+380.8% | $4,779+365.7% |
| Participant deferral / active EE | $27,337 | $6,799+302.1% | $6,426+325.4% | $5,609+387.4% |
| Admin fee / account holder | $6,671 | $10,916-38.9% | $9,284-28.1% | $10,827-38.4% |