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 8-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 | $149,572 | $138,044+8.4% | $125,339+19.3% | $134,475+11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.61% | 750.33%-773.9pp | 572.05%-595.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $23,100 | $5,243+340.6% | $4,814+379.9% | $4,740+387.4% |
| Participant deferral / active EE | $24,133 | $7,799+209.4% | $7,446+224.1% | $6,400+277.1% |
| Admin fee / account holder | $4,344 | $11,571-62.5% | $10,010-56.6% | $11,426-62.0% |