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 | $142,444 | $138,044+3.2% | $125,339+13.6% | $134,475+5.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.46% | 750.33%-772.8pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,769 | $5,243-47.2% | $4,814-42.5% | $4,740-41.6% |
| Participant deferral / active EE | $14,072 | $7,799+80.4% | $7,446+89.0% | $6,400+119.9% |
| Admin fee / account holder | $2,378 | $11,571-79.4% | $10,010-76.2% | $11,426-79.2% |