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 | $248,036 | $109,817+125.9% | $98,442+152.0% | $167,490+48.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 6.68% | 1956.69%-1950.0pp | 1492.73%-1486.0pp | 478.56%-471.9pp |
| Employer contribution / active EE | $8,186 | $3,224+153.9% | $2,960+176.6% | $4,837+69.2% |
| Participant deferral / active EE | $11,583 | $4,673+147.9% | $4,276+170.9% | $6,341+82.7% |
| Admin fee / account holder | $2,124 | $6,753-68.6% | $5,949-64.3% | $12,309-82.7% |