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 | $126,901 | $90,600+40.1% | $79,464+59.7% | $135,375-6.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.45% | 977.43%-987.9pp | 718.14%-728.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $7,541 | $3,068+145.8% | $2,800+169.3% | $4,779+57.8% |
| Participant deferral / active EE | $6,920 | $4,050+70.9% | $3,704+86.8% | $5,609+23.4% |
| Admin fee / account holder | $4,759 | $5,907-19.4% | $5,113-6.9% | $10,827-56.0% |