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 | $73,491 | $105,998-30.7% | $92,233-20.3% | $147,584-50.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.53% | 50.05%-45.5pp | 176.28%-171.8pp | 578.55%-574.0pp |
| Employer contribution / active EE | $15,502 | $4,333+257.8% | $3,679+321.3% | $4,876+217.9% |
| Participant deferral / active EE | $10,300 | $4,478+130.0% | $3,897+164.3% | $5,439+89.4% |
| Admin fee / account holder | $3,134 | $6,332-50.5% | $5,194-39.7% | $10,885-71.2% |