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 | $213,478 | $105,998+101.4% | $92,233+131.5% | $147,584+44.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.61% | 50.05%-43.4pp | 176.28%-169.7pp | 578.55%-571.9pp |
| Employer contribution / active EE | $11,278 | $4,333+160.3% | $3,679+206.5% | $4,876+131.3% |
| Participant deferral / active EE | $6,337 | $4,478+41.5% | $3,897+62.6% | $5,439+16.5% |
| Admin fee / account holder | $390 | $6,332-93.8% | $5,194-92.5% | $10,885-96.4% |