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 | $108,915 | $109,817-0.8% | $98,442+10.6% | $167,490-35.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -0.36% | 1956.69%-1957.1pp | 1492.73%-1493.1pp | 478.56%-478.9pp |
| Employer contribution / active EE | $17,955 | $3,224+456.9% | $2,960+506.6% | $4,837+271.2% |
| Participant deferral / active EE | $24,284 | $4,673+419.6% | $4,276+467.9% | $6,341+282.9% |
| Admin fee / account holder | $13,128 | $6,753+94.4% | $5,949+120.7% | $12,309+6.7% |