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 | $114,346 | $74,888+52.7% | $71,209+60.6% | $142,382-19.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 10.86% | 345.14%-334.3pp | 282.51%-271.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,937 | $2,854+2.9% | $2,721+7.9% | $4,299-31.7% |
| Participant deferral / active EE | $6,494 | $4,454+45.8% | $4,175+55.5% | $6,507-0.2% |
| Admin fee / account holder | $10,503 | $5,568+88.6% | $5,349+96.4% | $12,624-16.8% |