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 | $225,893 | $150,440+50.2% | $136,294+65.7% | $147,584+53.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.81% | 1049.08%-1040.3pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $12,310 | $5,256+134.2% | $4,695+162.2% | $4,876+152.5% |
| Participant deferral / active EE | $8,675 | $6,630+30.8% | $6,247+38.9% | $5,439+59.5% |
| Admin fee / account holder | $54,317 | $10,905+398.1% | $9,243+487.6% | $10,885+399.0% |