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 | $106,183 | $138,065-23.1% | $123,544-14.1% | $135,375-21.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.89% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.6pp |
| Employer contribution / active EE | $9,750 | $5,151+89.3% | $4,628+110.7% | $4,779+104.0% |
| Participant deferral / active EE | $18,000 | $6,799+164.7% | $6,426+180.1% | $5,609+220.9% |
| Admin fee / account holder | $428 | $10,916-96.1% | $9,284-95.4% | $10,827-96.1% |