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 | $240,997 | $135,635+77.7% | $110,238+118.6% | $135,375+78.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.67% | 513.19%-524.9pp | 314.74%-326.4pp | 519.73%-531.4pp |
| Employer contribution / active EE | $28,900 | $4,906+489.0% | $3,826+655.3% | $4,779+504.8% |
| Participant deferral / active EE | $17,075 | $5,506+210.1% | $4,672+265.5% | $5,609+204.4% |
| Admin fee / account holder | $504 | $11,457-95.6% | $8,547-94.1% | $10,827-95.3% |