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 | $206,778 | $112,096+84.5% | $95,952+115.5% | $158,922+30.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.01% | 171.09%-168.1pp | 91.61%-88.6pp | 302.83%-299.8pp |
| Employer contribution / active EE | $4,499 | $3,198+40.7% | $2,541+77.1% | $4,761-5.5% |
| Participant deferral / active EE | $11,704 | $4,784+144.7% | $4,167+180.9% | $5,982+95.7% |
| Admin fee / account holder | $61,518 | $10,130+507.3% | $6,795+805.3% | $11,246+447.0% |