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 | $148,717 | $160,055-7.1% | $140,016+6.2% | $135,375+9.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.83% | 911.38%-921.2pp | 651.12%-661.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $21,803 | $6,420+239.6% | $5,606+288.9% | $4,779+356.2% |
| Participant deferral / active EE | $15,425 | $7,642+101.9% | $6,927+122.7% | $5,609+175.0% |
| Admin fee / account holder | $15,099 | $13,328+13.3% | $10,705+41.0% | $10,827+39.5% |