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 | $143,433 | $88,751+61.6% | $81,812+75.3% | $145,922-1.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.77% | 1025.40%-1021.6pp | 773.79%-770.0pp | 561.29%-557.5pp |
| Employer contribution / active EE | $11,567 | $3,083+275.1% | $2,912+297.2% | $4,660+148.2% |
| Participant deferral / active EE | $4,779 | $4,643+2.9% | $4,319+10.7% | $6,688-28.5% |
| Admin fee / account holder | $2,692 | $8,415-68.0% | $7,386-63.6% | $13,397-79.9% |