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 | $138,072 | $70,606+95.6% | $53,898+156.2% | $142,382-3.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -0.94% | 619.81%-620.8pp | 528.60%-529.5pp | 217.08%-218.0pp |
| Employer contribution / active EE | $11,533 | $1,202+859.4% | $932+1137.4% | $4,299+168.3% |
| Participant deferral / active EE | $11,533 | $2,364+387.9% | $1,826+531.5% | $6,507+77.2% |
| Admin fee / account holder | $22,379 | $2,852+684.8% | $2,491+798.5% | $12,624+77.3% |