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 9-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 | $190,959 | $118,680+60.9% | $98,907+93.1% | $158,922+20.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 3.67% | 372.35%-368.7pp | 196.43%-192.8pp | 302.83%-299.2pp |
| Employer contribution / active EE | $4,413 | $3,333+32.4% | $2,689+64.1% | $4,761-7.3% |
| Participant deferral / active EE | $1,539 | $5,088-69.7% | $4,244-63.7% | $5,982-74.3% |
| Admin fee / account holder | $22,046 | $10,131+117.6% | $6,642+231.9% | $11,246+96.0% |