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 | $181,357 | $88,751+104.3% | $81,812+121.7% | $145,922+24.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.24% | 1025.40%-1019.2pp | 773.79%-767.6pp | 561.29%-555.0pp |
| Employer contribution / active EE | $5,537 | $3,083+79.6% | $2,912+90.1% | $4,660+18.8% |
| Participant deferral / active EE | $14,400 | $4,643+210.1% | $4,319+233.4% | $6,688+115.3% |
| Admin fee / account holder | $1,240 | $8,415-85.3% | $7,386-83.2% | $13,397-90.7% |