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 | $185,369 | $160,055+15.8% | $140,016+32.4% | $135,375+36.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.12% | 911.38%-922.5pp | 651.12%-662.2pp | 519.73%-530.9pp |
| Employer contribution / active EE | $15,655 | $6,420+143.8% | $5,606+179.3% | $4,779+227.6% |
| Participant deferral / active EE | $15,191 | $7,642+98.8% | $6,927+119.3% | $5,609+170.8% |
| Admin fee / account holder | $6,339 | $13,328-52.4% | $10,705-40.8% | $10,827-41.5% |