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 | $180,203 | $88,751+103.0% | $81,812+120.3% | $145,922+23.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 9.27% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $10,134 | $3,083+228.7% | $2,912+248.0% | $4,660+117.5% |
| Participant deferral / active EE | $10,693 | $4,643+130.3% | $4,319+147.6% | $6,688+59.9% |
| Admin fee / account holder | $970 | $8,415-88.5% | $7,386-86.9% | $13,397-92.8% |