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 | $143,884 | $100,852+42.7% | $90,404+59.2% | $158,922-9.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | -0.67% | 1724.20%-1724.9pp | 1293.02%-1293.7pp | 302.83%-303.5pp |
| Employer contribution / active EE | $10,208 | $3,689+176.7% | $3,262+212.9% | $4,761+114.4% |
| Participant deferral / active EE | $10,650 | $4,348+144.9% | $3,963+168.7% | $5,982+78.0% |
| Admin fee / account holder | $33,232 | $6,501+411.2% | $5,611+492.3% | $11,246+195.5% |