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 6-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 | $173,831 | $111,724+55.6% | $93,606+85.7% | $145,922+19.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.49% | 202.98%-197.5pp | 133.20%-127.7pp | 561.29%-555.8pp |
| Employer contribution / active EE | $40,221 | $3,090+1201.8% | $2,420+1562.1% | $4,660+763.2% |
| Participant deferral / active EE | $30,500 | $4,912+521.0% | $4,411+591.4% | $6,688+356.1% |
| Admin fee / account holder | $682 | $10,250-93.3% | $8,285-91.8% | $13,397-94.9% |