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 | $152,587 | $74,888+103.8% | $71,209+114.3% | $142,382+7.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -5.38% | 345.14%-350.5pp | 282.51%-287.9pp | 217.08%-222.5pp |
| Employer contribution / active EE | $5,055 | $2,854+77.1% | $2,721+85.8% | $4,299+17.6% |
| Participant deferral / active EE | $14,574 | $4,454+227.2% | $4,175+249.1% | $6,507+124.0% |
| Admin fee / account holder | $832 | $5,568-85.1% | $5,349-84.5% | $12,624-93.4% |