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 | $99,112 | $68,346+45.0% | $94,646+4.7% | $75,163+31.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 12.76% | 616.93%-604.2pp | 156.71%-143.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $4,728 | $2,701+75.1% | $3,672+28.8% | $2,670+77.1% |
| Participant deferral / active EE | $5,761 | $6,537-11.9% | $7,418-22.3% | $4,125+39.6% |
| Admin fee / account holder | $1,899 | $5,326-64.3% | $7,231-73.7% | $5,651-66.4% |