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 | $219,463 | $112,881+94.4% | $90,951+141.3% | $158,922+38.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.78% | 215.79%-212.0pp | 134.60%-130.8pp | 302.83%-299.0pp |
| Employer contribution / active EE | $2,587 | $2,893-10.6% | $2,122+21.9% | $4,761-45.7% |
| Participant deferral / active EE | $16,553 | $4,128+301.0% | $3,373+390.8% | $5,982+176.7% |
| Admin fee / account holder | $2,330 | $8,041-71.0% | $5,959-60.9% | $11,246-79.3% |