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 3-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 | $47,291 | $106,543-55.6% | $91,220-48.2% | $134,475-64.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -55.12% | 160.60%-215.7pp | 114.01%-169.1pp | 417.96%-473.1pp |
| Employer contribution / active EE | $21,466 | $3,331+544.5% | $2,850+653.2% | $4,740+352.9% |
| Participant deferral / active EE | $20,938 | $4,719+343.7% | $4,234+394.6% | $6,400+227.2% |
| Admin fee / account holder | $428 | $6,231-93.1% | $5,420-92.1% | $11,426-96.3% |