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 | $136,815 | $102,604+33.3% | $86,188+58.7% | $139,434-1.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 7.17% | 1922.51%-1915.3pp | 1168.45%-1161.3pp | 372.94%-365.8pp |
| Employer contribution / active EE | $2,285 | $3,032-24.7% | $2,380-4.0% | $4,751-51.9% |
| Participant deferral / active EE | $7,239 | $4,676+54.8% | $3,985+81.6% | $6,710+7.9% |
| Admin fee / account holder | $13,472 | $8,657+55.6% | $6,852+96.6% | $11,403+18.2% |