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 | $36,717 | $138,044-73.4% | $125,339-70.7% | $134,475-72.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.40% | 750.33%-772.7pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,496 | $5,243-52.4% | $4,814-48.2% | $4,740-47.3% |
| Participant deferral / active EE | $3,421 | $7,799-56.1% | $7,446-54.1% | $6,400-46.6% |
| Admin fee / account holder | $5,206 | $11,571-55.0% | $10,010-48.0% | $11,426-54.4% |