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 | $79,854 | $138,044-42.2% | $125,339-36.3% | $134,475-40.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.16% | 750.33%-775.5pp | 572.05%-597.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $21,300 | $5,243+306.2% | $4,814+342.5% | $4,740+349.4% |
| Participant deferral / active EE | $6,300 | $7,799-19.2% | $7,446-15.4% | $6,400-1.6% |
| Admin fee / account holder | $338 | $11,571-97.1% | $10,010-96.6% | $11,426-97.0% |