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 | $210,067 | $138,044+52.2% | $125,339+67.6% | $134,475+56.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.14% | 750.33%-771.5pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,409 | $5,243-35.0% | $4,814-29.2% | $4,740-28.1% |
| Participant deferral / active EE | $10,636 | $7,799+36.4% | $7,446+42.8% | $6,400+66.2% |
| Admin fee / account holder | $15,235 | $11,571+31.7% | $10,010+52.2% | $11,426+33.3% |