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 | $106,649 | $105,998+0.6% | $92,233+15.6% | $147,584-27.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.55% | 50.05%-41.5pp | 176.28%-167.7pp | 578.55%-570.0pp |
| Employer contribution / active EE | $7,430 | $4,333+71.5% | $3,679+101.9% | $4,876+52.4% |
| Participant deferral / active EE | $6,836 | $4,478+52.7% | $3,897+75.4% | $5,439+25.7% |
| Admin fee / account holder | $72,090 | $6,332+1038.5% | $5,194+1288.1% | $10,885+562.3% |