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 | $198,364 | $144,119+37.6% | $117,854+68.3% | $147,584+34.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 4.89% | 531.15%-526.3pp | 335.08%-330.2pp | 578.55%-573.7pp |
| Employer contribution / active EE | $1,460 | $4,896-70.2% | $3,786-61.4% | $4,876-70.1% |
| Participant deferral / active EE | $6,910 | $5,316+30.0% | $4,482+54.2% | $5,439+27.0% |
| Admin fee / account holder | $865 | $10,886-92.1% | $8,020-89.2% | $10,885-92.1% |