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 | $155,267 | $111,535+39.2% | $105,223+47.6% | $137,256+13.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.71% | 237.85%-229.1pp | 180.65%-171.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $25,102 | $3,939+537.2% | $3,689+580.5% | $4,156+504.0% |
| Participant deferral / active EE | $9,913 | $5,500+80.2% | $5,072+95.5% | $6,407+54.7% |
| Admin fee / account holder | $26,585 | $9,721+173.5% | $8,859+200.1% | $12,270+116.7% |