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 8-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 | $224,302 | $88,751+152.7% | $81,812+174.2% | $145,922+53.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.14% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $21,217 | $3,083+588.1% | $2,912+628.5% | $4,660+355.3% |
| Participant deferral / active EE | $12,142 | $4,643+161.5% | $4,319+181.1% | $6,688+81.5% |
| Admin fee / account holder | $935 | $8,415-88.9% | $7,386-87.3% | $13,397-93.0% |