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 | $207,208 | $90,600+128.7% | $79,464+160.8% | $135,375+53.1% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -11.01% | 977.43%-988.4pp | 718.14%-729.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $23,001 | $3,068+649.7% | $2,800+721.3% | $4,779+381.3% |
| Participant deferral / active EE | $8,737 | $4,050+115.7% | $3,704+135.9% | $5,609+55.8% |
| Admin fee / account holder | $1,014 | $5,907-82.8% | $5,113-80.2% | $10,827-90.6% |