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 10-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 | $38,120 | $150,440-74.7% | $136,294-72.0% | $147,584-74.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -13.04% | 1049.08%-1062.1pp | 5155.94%-5169.0pp | 578.55%-591.6pp |
| Employer contribution / active EE | $1,128 | $5,256-78.5% | $4,695-76.0% | $4,876-76.9% |
| Participant deferral / active EE | $7,190 | $6,630+8.4% | $6,247+15.1% | $5,439+32.2% |
| Admin fee / account holder | $2,128 | $10,905-80.5% | $9,243-77.0% | $10,885-80.5% |