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 | $183,918 | $74,888+145.6% | $71,209+158.3% | $142,382+29.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.82% | 345.14%-337.3pp | 282.51%-274.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $9,610 | $2,854+236.7% | $2,721+253.2% | $4,299+123.5% |
| Participant deferral / active EE | $6,639 | $4,454+49.1% | $4,175+59.0% | $6,507+2.0% |
| Admin fee / account holder | $21,762 | $5,568+290.8% | $5,349+306.9% | $12,624+72.4% |