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 | $215,489 | $150,440+43.2% | $136,294+58.1% | $147,584+46.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.51% | 1049.08%-1042.6pp | 5155.94%-5149.4pp | 578.55%-572.0pp |
| Employer contribution / active EE | $5,707 | $5,256+8.6% | $4,695+21.6% | $4,876+17.0% |
| Participant deferral / active EE | $8,687 | $6,630+31.0% | $6,247+39.0% | $5,439+59.7% |
| Admin fee / account holder | $2,563 | $10,905-76.5% | $9,243-72.3% | $10,885-76.5% |