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 | $234,283 | $109,327+114.3% | $89,391+162.1% | $158,922+47.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 4.61% | 345.68%-341.1pp | 245.62%-241.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $15,283 | $3,170+382.2% | $2,586+491.1% | $4,761+221.0% |
| Participant deferral / active EE | $18,000 | $4,598+291.5% | $3,890+362.7% | $5,982+200.9% |
| Admin fee / account holder | $4,855 | $6,153-21.1% | $4,881-0.5% | $11,246-56.8% |