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 | $226,369 | $102,317+121.2% | $146,958+54.0% | $80,856+180.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.36% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $7,320 | $3,713+97.2% | $4,933+48.4% | $2,755+165.7% |
| Participant deferral / active EE | $6,949 | $6,644+4.6% | $8,070-13.9% | $4,296+61.8% |
| Admin fee / account holder | $44,874 | $7,941+465.1% | $12,998+245.2% | $6,918+548.7% |