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 | $236,703 | $150,440+57.3% | $136,294+73.7% | $147,584+60.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.88% | 1049.08%-1040.2pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $12,723 | $5,256+142.1% | $4,695+171.0% | $4,876+160.9% |
| Participant deferral / active EE | $12,734 | $6,630+92.1% | $6,247+103.8% | $5,439+134.1% |
| Admin fee / account holder | $1,460 | $10,905-86.6% | $9,243-84.2% | $10,885-86.6% |