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 9-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 | $170,717 | $104,907+62.7% | $84,611+101.8% | $152,861+11.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.64% | 373.79%-370.2pp | 258.74%-255.1pp | 345.32%-341.7pp |
| Employer contribution / active EE | $6,401 | $3,302+93.9% | $2,652+141.4% | $4,762+34.4% |
| Participant deferral / active EE | $5,887 | $4,688+25.6% | $3,899+51.0% | $5,850+0.6% |
| Admin fee / account holder | $2,000 | $6,241-67.9% | $4,912-59.3% | $11,596-82.7% |