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 | $193,746 | $92,703+109.0% | $82,719+134.2% | $134,475+44.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -22.88% | 944.92%-967.8pp | 701.18%-724.1pp | 417.96%-440.8pp |
| Employer contribution / active EE | $9,013 | $3,274+175.3% | $3,009+199.5% | $4,740+90.2% |
| Participant deferral / active EE | $2,264 | $4,802-52.9% | $4,395-48.5% | $6,400-64.6% |
| Admin fee / account holder | $12,064 | $5,983+101.6% | $5,329+126.4% | $11,426+5.6% |