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 | $230,244 | $102,966+123.6% | $90,281+155.0% | $152,861+50.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.85% | 95.16%-86.3pp | 78.10%-69.2pp | 345.32%-336.5pp |
| Employer contribution / active EE | $6,729 | $3,139+114.4% | $2,854+135.7% | $4,762+41.3% |
| Participant deferral / active EE | $6,095 | $4,281+42.4% | $3,885+56.9% | $5,850+4.2% |
| Admin fee / account holder | $7,654 | $6,171+24.0% | $5,351+43.0% | $11,596-34.0% |