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 6-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 | $171,566 | $180,449-4.9% | $154,107+11.3% | $135,375+26.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.43% | 888.09%-900.5pp | 735.12%-747.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $14,165 | $6,035+134.7% | $5,298+167.4% | $4,779+196.4% |
| Participant deferral / active EE | $9,033 | $5,806+55.6% | $5,081+77.8% | $5,609+61.1% |
| Admin fee / account holder | $2,160 | $16,143-86.6% | $13,411-83.9% | $10,827-80.0% |