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 | $163,464 | $126,574+29.1% | $106,213+53.9% | $145,922+12.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.50% | 224.79%-219.3pp | 116.14%-110.6pp | 561.29%-555.8pp |
| Employer contribution / active EE | $9,091 | $3,730+143.7% | $3,171+186.6% | $4,660+95.1% |
| Participant deferral / active EE | $10,036 | $5,724+75.4% | $5,016+100.1% | $6,688+50.1% |
| Admin fee / account holder | $74,258 | $17,304+329.1% | $11,033+573.1% | $13,397+454.3% |