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 | $148,521 | $88,751+67.3% | $81,812+81.5% | $145,922+1.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 6.40% | 1025.40%-1019.0pp | 773.79%-767.4pp | 561.29%-554.9pp |
| Employer contribution / active EE | $7,089 | $3,083+129.9% | $2,912+143.4% | $4,660+52.1% |
| Participant deferral / active EE | $15,156 | $4,643+226.4% | $4,319+250.9% | $6,688+126.6% |
| Admin fee / account holder | $56,443 | $8,415+570.7% | $7,386+664.2% | $13,397+321.3% |