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 | $222,016 | $150,440+47.6% | $136,294+62.9% | $147,584+50.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.04% | 1049.08%-1041.0pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $36,000 | $5,256+584.9% | $4,695+666.7% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $6,630+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $543,052 | $10,905+4879.7% | $9,243+5775.0% | $10,885+4888.9% |