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 | $212,540 | $144,119+47.5% | $117,854+80.3% | $147,584+44.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.37% | 531.15%-524.8pp | 335.08%-328.7pp | 578.55%-572.2pp |
| Employer contribution / active EE | $2,565 | $4,896-47.6% | $3,786-32.3% | $4,876-47.4% |
| Participant deferral / active EE | $5,790 | $5,316+8.9% | $4,482+29.2% | $5,439+6.5% |
| Admin fee / account holder | $11,372 | $10,886+4.5% | $8,020+41.8% | $10,885+4.5% |