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 9-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 | $232,151 | $160,055+45.0% | $140,016+65.8% | $135,375+71.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.97% | 911.38%-925.4pp | 651.12%-665.1pp | 519.73%-533.7pp |
| Employer contribution / active EE | $16,431 | $6,420+155.9% | $5,606+193.1% | $4,779+243.8% |
| Participant deferral / active EE | $10,666 | $7,642+39.6% | $6,927+54.0% | $5,609+90.2% |
| Admin fee / account holder | $73,564 | $13,328+452.0% | $10,705+587.2% | $10,827+579.4% |