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 | $91,946 | $138,044-33.4% | $125,339-26.6% | $134,475-31.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.37% | 750.33%-777.7pp | 572.05%-599.4pp | 417.96%-445.3pp |
| Employer contribution / active EE | $31,390 | $5,243+498.7% | $4,814+552.1% | $4,740+562.3% |
| Participant deferral / active EE | $20,834 | $7,799+167.1% | $7,446+179.8% | $6,400+225.5% |
| Admin fee / account holder | $362 | $11,571-96.9% | $10,010-96.4% | $11,426-96.8% |