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 | $215,832 | $138,044+56.4% | $125,339+72.2% | $134,475+60.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.83% | 750.33%-787.2pp | 572.05%-608.9pp | 417.96%-454.8pp |
| Employer contribution / active EE | $23,412 | $5,243+346.5% | $4,814+386.4% | $4,740+394.0% |
| Participant deferral / active EE | $3,918 | $7,799-49.8% | $7,446-47.4% | $6,400-38.8% |
| Admin fee / account holder | $3,392 | $11,571-70.7% | $10,010-66.1% | $11,426-70.3% |