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 | $207,155 | $105,998+95.4% | $92,233+124.6% | $147,584+40.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 4.29% | 50.05%-45.8pp | 176.28%-172.0pp | 578.55%-574.3pp |
| Employer contribution / active EE | $17,731 | $4,333+309.2% | $3,679+381.9% | $4,876+263.6% |
| Participant deferral / active EE | $7,169 | $4,478+60.1% | $3,897+84.0% | $5,439+31.8% |
| Admin fee / account holder | $23,093 | $6,332+264.7% | $5,194+344.7% | $10,885+112.2% |