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 | $189,091 | $74,888+152.5% | $71,209+165.5% | $142,382+32.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.84% | 345.14%-335.3pp | 282.51%-272.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $9,606 | $2,854+236.5% | $2,721+253.0% | $4,299+123.4% |
| Participant deferral / active EE | $4,159 | $4,454-6.6% | $4,175-0.4% | $6,507-36.1% |
| Admin fee / account holder | $1,891 | $5,568-66.0% | $5,349-64.6% | $12,624-85.0% |