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 | $102,983 | $81,208+26.8% | $98,907+4.1% | $79,858+29.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 9.22% | 60.99%-51.8pp | 196.43%-187.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $3,495 | $1,960+78.4% | $2,689+30.0% | $2,471+41.5% |
| Participant deferral / active EE | $4,169 | $3,265+27.7% | $4,244-1.8% | $3,740+11.5% |
| Admin fee / account holder | $651 | $6,013-89.2% | $6,642-90.2% | $5,306-87.7% |