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 | $229,551 | $102,966+122.9% | $90,281+154.3% | $152,861+50.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.46% | 95.16%-85.7pp | 78.10%-68.6pp | 345.32%-335.9pp |
| Employer contribution / active EE | $2,769 | $3,139-11.8% | $2,854-3.0% | $4,762-41.9% |
| Participant deferral / active EE | $5,374 | $4,281+25.5% | $3,885+38.3% | $5,850-8.1% |
| Admin fee / account holder | $5,556 | $6,171-10.0% | $5,351+3.8% | $11,596-52.1% |