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 | $223,911 | $159,901+40.0% | $146,958+52.4% | $145,922+53.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.74% | 98.13%-92.4pp | 418.34%-412.6pp | 561.29%-555.5pp |
| Employer contribution / active EE | $3,680 | $5,286-30.4% | $4,933-25.4% | $4,660-21.0% |
| Participant deferral / active EE | $9,661 | $8,428+14.6% | $8,070+19.7% | $6,688+44.5% |
| Admin fee / account holder | $793 | $15,044-94.7% | $12,998-93.9% | $13,397-94.1% |