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 | $197,484 | $150,440+31.3% | $136,294+44.9% | $147,584+33.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.63% | 1049.08%-1039.5pp | 5155.94%-5146.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,385 | $5,256-35.6% | $4,695-27.9% | $4,876-30.6% |
| Participant deferral / active EE | $10,398 | $6,630+56.8% | $6,247+66.4% | $5,439+91.2% |
| Admin fee / account holder | $3,000 | $10,905-72.5% | $9,243-67.5% | $10,885-72.4% |