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 | $208,086 | $159,901+30.1% | $146,958+41.6% | $145,922+42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.52% | 98.13%-92.6pp | 418.34%-412.8pp | 561.29%-555.8pp |
| Employer contribution / active EE | $7,086 | $5,286+34.0% | $4,933+43.6% | $4,660+52.1% |
| Participant deferral / active EE | $10,181 | $8,428+20.8% | $8,070+26.2% | $6,688+52.2% |
| Admin fee / account holder | $14,140 | $15,044-6.0% | $12,998+8.8% | $13,397+5.5% |