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 | $222,478 | $102,966+116.1% | $90,281+146.4% | $152,861+45.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.06% | 95.16%-91.1pp | 78.10%-74.0pp | 345.32%-341.3pp |
| Employer contribution / active EE | $10,624 | $3,139+238.5% | $2,854+272.2% | $4,762+123.1% |
| Participant deferral / active EE | $14,212 | $4,281+231.9% | $3,885+265.8% | $5,850+142.9% |
| Admin fee / account holder | $508 | $6,171-91.8% | $5,351-90.5% | $11,596-95.6% |