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 | $171,102 | $107,334+59.4% | $92,893+84.2% | $152,861+11.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.50% | 145.58%-135.1pp | 109.41%-98.9pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,705 | $4,221-59.6% | $3,653-53.3% | $4,762-64.2% |
| Participant deferral / active EE | $8,210 | $4,845+69.5% | $4,236+93.8% | $5,850+40.3% |
| Admin fee / account holder | $3,624 | $7,079-48.8% | $5,794-37.4% | $11,596-68.7% |