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 | $227,947 | $105,998+115.0% | $92,233+147.1% | $147,584+54.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.04% | 50.05%-42.0pp | 176.28%-168.2pp | 578.55%-570.5pp |
| Employer contribution / active EE | $10,118 | $4,333+133.5% | $3,679+175.0% | $4,876+107.5% |
| Participant deferral / active EE | $8,107 | $4,478+81.1% | $3,897+108.1% | $5,439+49.1% |
| Admin fee / account holder | $55,125 | $6,332+770.5% | $5,194+961.4% | $10,885+406.4% |