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 | $200,606 | $70,587+184.2% | $124,672+60.9% | $85,850+133.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 5.70% | 20688.83%-20683.1pp | 5142.93%-5137.2pp | 318.53%-312.8pp |
| Employer contribution / active EE | $2,920 | $1,913+52.6% | $3,324-12.1% | $2,565+13.8% |
| Participant deferral / active EE | $5,849 | $2,969+97.0% | $4,614+26.8% | $3,952+48.0% |
| Admin fee / account holder | $12,909 | $5,282+144.4% | $7,493+72.3% | $6,260+106.2% |