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 | $184,933 | $202,318-8.6% | $172,739+7.1% | $152,861+21.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.61% | 1029.65%-1029.0pp | 802.84%-802.2pp | 345.32%-344.7pp |
| Employer contribution / active EE | $11,153 | $5,856+90.5% | $5,143+116.9% | $4,762+134.2% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,850+42.4% |
| Admin fee / account holder | $9,250 | $17,109-45.9% | $13,954-33.7% | $11,596-20.2% |