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 | $237,882 | $124,281+91.4% | $109,143+118.0% | $167,490+42.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -82.92% | 26.04%-109.0pp | 25.75%-108.7pp | 478.56%-561.5pp |
| Employer contribution / active EE | $38,992 | $4,207+826.8% | $3,722+947.6% | $4,837+706.0% |
| Participant deferral / active EE | $163,776 | $5,255+3016.5% | $4,653+3419.7% | $6,341+2482.7% |
| Admin fee / account holder | $5,613 | $7,970-29.6% | $6,752-16.9% | $12,309-54.4% |