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 | $143,469 | $74,888+91.6% | $71,209+101.5% | $142,382+0.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.88% | 345.14%-333.3pp | 282.51%-270.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,248 | $2,854+83.8% | $2,721+92.9% | $4,299+22.1% |
| Participant deferral / active EE | $7,824 | $4,454+75.7% | $4,175+87.4% | $6,507+20.2% |
| Admin fee / account holder | $17,628 | $5,568+216.6% | $5,349+229.6% | $12,624+39.6% |