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 5-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 | $165,866 | $74,888+121.5% | $71,209+132.9% | $142,382+16.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -0.47% | 345.14%-345.6pp | 282.51%-283.0pp | 217.08%-217.5pp |
| Employer contribution / active EE | $4,850 | $2,854+69.9% | $2,721+78.2% | $4,299+12.8% |
| Participant deferral / active EE | $12,484 | $4,454+180.3% | $4,175+199.0% | $6,507+91.8% |
| Admin fee / account holder | $395 | $5,568-92.9% | $5,349-92.6% | $12,624-96.9% |