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 | $233,171 | $92,703+151.5% | $82,719+181.9% | $134,475+73.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.08% | 944.92%-968.0pp | 701.18%-724.3pp | 417.96%-441.0pp |
| Employer contribution / active EE | $12,863 | $3,274+292.9% | $3,009+327.5% | $4,740+171.4% |
| Participant deferral / active EE | $9,362 | $4,802+95.0% | $4,395+113.0% | $6,400+46.3% |
| Admin fee / account holder | $7,859 | $5,983+31.4% | $5,329+47.5% | $11,426-31.2% |