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 | $180,366 | $189,613-4.9% | $167,512+7.7% | $142,382+26.7% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | -45.11% | 2024.68%-2069.8pp | 1615.79%-1660.9pp | 217.08%-262.2pp |
| Employer contribution / active EE | $649 | $4,349-85.1% | $3,882-83.3% | $4,299-84.9% |
| Participant deferral / active EE | $5,313 | $6,981-23.9% | $6,405-17.0% | $6,507-18.4% |
| Admin fee / account holder | $3,897 | $10,528-63.0% | $9,769-60.1% | $12,624-69.1% |