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 | $160,511 | $150,440+6.7% | $136,294+17.8% | $147,584+8.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.00% | 1049.08%-1041.1pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $24,812 | $5,256+372.1% | $4,695+428.4% | $4,876+408.8% |
| Participant deferral / active EE | $14,625 | $6,630+120.6% | $6,247+134.1% | $5,439+168.9% |
| Admin fee / account holder | $5,423 | $10,905-50.3% | $9,243-41.3% | $10,885-50.2% |