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 | $121,305 | $90,600+33.9% | $79,464+52.7% | $135,375-10.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.85% | 977.43%-989.3pp | 718.14%-730.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $11,832 | $3,068+285.7% | $2,800+322.5% | $4,779+147.6% |
| Participant deferral / active EE | $7,449 | $4,050+83.9% | $3,704+101.1% | $5,609+32.8% |
| Admin fee / account holder | $785 | $5,907-86.7% | $5,113-84.6% | $10,827-92.7% |