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 9-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 | $153,032 | $112,096+36.5% | $95,952+59.5% | $158,922-3.7% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | -5.58% | 171.09%-176.7pp | 91.61%-97.2pp | 302.83%-308.4pp |
| Employer contribution / active EE | $8,591 | $3,198+168.6% | $2,541+238.1% | $4,761+80.4% |
| Participant deferral / active EE | $5,613 | $4,784+17.3% | $4,167+34.7% | $5,982-6.2% |
| Admin fee / account holder | $17,877 | $10,130+76.5% | $6,795+163.1% | $11,246+59.0% |