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 | $239,488 | $157,256+52.3% | $141,162+69.7% | $152,861+56.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.04% | 64.32%-58.3pp | 71.39%-65.3pp | 345.32%-339.3pp |
| Employer contribution / active EE | $3,947 | $5,261-25.0% | $4,735-16.6% | $4,762-17.1% |
| Participant deferral / active EE | $4,663 | $7,109-34.4% | $6,709-30.5% | $5,850-20.3% |
| Admin fee / account holder | $11,114 | $12,120-8.3% | $10,261+8.3% | $11,596-4.2% |