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 | $239,581 | $138,044+73.6% | $125,339+91.1% | $134,475+78.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -28.36% | 750.33%-778.7pp | 572.05%-600.4pp | 417.96%-446.3pp |
| Employer contribution / active EE | $1,960 | $5,243-62.6% | $4,814-59.3% | $4,740-58.6% |
| Participant deferral / active EE | $5,220 | $7,799-33.1% | $7,446-29.9% | $6,400-18.4% |
| Admin fee / account holder | $6,274 | $11,571-45.8% | $10,010-37.3% | $11,426-45.1% |