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 | $237,263 | $159,901+48.4% | $146,958+61.4% | $145,922+62.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 8.83% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,463 | $5,286-34.5% | $4,933-29.8% | $4,660-25.7% |
| Participant deferral / active EE | $7,665 | $8,428-9.1% | $8,070-5.0% | $6,688+14.6% |
| Admin fee / account holder | $50,222 | $15,044+233.8% | $12,998+286.4% | $13,397+274.9% |