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 | $122,307 | $105,998+15.4% | $92,233+32.6% | $147,584-17.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.07% | 50.05%-46.0pp | 176.28%-172.2pp | 578.55%-574.5pp |
| Employer contribution / active EE | $3,931 | $4,333-9.3% | $3,679+6.8% | $4,876-19.4% |
| Participant deferral / active EE | $5,163 | $4,478+15.3% | $3,897+32.5% | $5,439-5.1% |
| Admin fee / account holder | $33,187 | $6,332+424.1% | $5,194+539.0% | $10,885+204.9% |