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 | $228,852 | $96,305+137.6% | $80,569+184.0% | $139,434+64.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 10.22% | 1350.08%-1339.9pp | 935.43%-925.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $16,606 | $3,262+409.1% | $2,723+509.7% | $4,751+249.5% |
| Participant deferral / active EE | $2,778 | $5,232-46.9% | $4,447-37.5% | $6,710-58.6% |
| Admin fee / account holder | $5,452 | $6,599-17.4% | $5,377+1.4% | $11,403-52.2% |