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 | $195,993 | $107,334+82.6% | $92,893+111.0% | $152,861+28.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 5.80% | 145.58%-139.8pp | 109.41%-103.6pp | 345.32%-339.5pp |
| Employer contribution / active EE | $2,461 | $4,221-41.7% | $3,653-32.6% | $4,762-48.3% |
| Participant deferral / active EE | $6,031 | $4,845+24.5% | $4,236+42.4% | $5,850+3.1% |
| Admin fee / account holder | $467 | $7,079-93.4% | $5,794-91.9% | $11,596-96.0% |