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 | $96,158 | $97,757-1.6% | $83,848+14.7% | $135,375-29.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.65% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $26,000 | $4,222+515.9% | $3,631+616.1% | $4,779+444.1% |
| Participant deferral / active EE | $1,875 | $4,682-60.0% | $4,082-54.1% | $5,609-66.6% |
| Admin fee / account holder | $1,545 | $6,674-76.9% | $5,478-71.8% | $10,827-85.7% |