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 | $86,322 | $53,516+61.3% | $126,539-31.8% | $84,808+1.8% |
| Participation rate | 97.6% | 58.2%+39.3pp | 69.8%+27.7pp | 68.3%+29.2pp |
| Annual return | 10.70% | 58.34%-47.6pp | 425.95%-415.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $5,597 | $1,535+264.7% | $3,674+52.4% | $2,631+112.8% |
| Participant deferral / active EE | $7,275 | $2,671+172.4% | $4,083+78.2% | $4,212+72.7% |
| Admin fee / account holder | $16,971 | $4,497+277.4% | $6,065+179.8% | $7,344+131.1% |