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 | $139,863 | $150,440-7.0% | $136,294+2.6% | $147,584-5.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.52% | 1049.08%-1040.6pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,698 | $5,256-48.7% | $4,695-42.5% | $4,876-44.7% |
| Participant deferral / active EE | $9,698 | $6,630+46.3% | $6,247+55.2% | $5,439+78.3% |
| Admin fee / account holder | $1,095 | $10,905-90.0% | $9,243-88.2% | $10,885-89.9% |