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 6-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 | $183,224 | $159,901+14.6% | $146,958+24.7% | $145,922+25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.43% | 98.13%-90.7pp | 418.34%-410.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,462 | $5,286-34.5% | $4,933-29.8% | $4,660-25.7% |
| Participant deferral / active EE | $32,967 | $8,428+291.1% | $8,070+308.5% | $6,688+392.9% |
| Admin fee / account holder | $3,882 | $15,044-74.2% | $12,998-70.1% | $13,397-71.0% |