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 | $95,916 | $63,346+51.4% | $92,233+4.0% | $70,131+36.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.16% | 530.12%-518.0pp | 176.28%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $2,204 | $2,471-10.8% | $3,679-40.1% | $2,342-5.9% |
| Participant deferral / active EE | $4,234 | $2,854+48.4% | $3,897+8.7% | $3,332+27.1% |
| Admin fee / account holder | $8,508 | $3,840+121.5% | $5,194+63.8% | $4,645+83.1% |