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 | $220,071 | $121,625+80.9% | $104,607+110.4% | $158,922+38.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.44% | 465.26%-465.7pp | 340.46%-340.9pp | 302.83%-303.3pp |
| Employer contribution / active EE | $4,207 | $3,163+33.0% | $2,681+56.9% | $4,761-11.6% |
| Participant deferral / active EE | $14,041 | $4,177+236.1% | $3,740+275.5% | $5,982+134.7% |
| Admin fee / account holder | $9,761 | $7,787+25.4% | $6,473+50.8% | $11,246-13.2% |