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 | $122,209 | $150,440-18.8% | $136,294-10.3% | $147,584-17.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.36% | 1049.08%-1038.7pp | 5155.94%-5145.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $3,154 | $5,256-40.0% | $4,695-32.8% | $4,876-35.3% |
| Participant deferral / active EE | $9,794 | $6,630+47.7% | $6,247+56.8% | $5,439+80.1% |
| Admin fee / account holder | $351 | $10,905-96.8% | $9,243-96.2% | $10,885-96.8% |