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 | $216,602 | $74,888+189.2% | $71,209+204.2% | $142,382+52.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.74% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,274 | $2,854+49.7% | $2,721+57.1% | $4,299-0.6% |
| Participant deferral / active EE | $6,961 | $4,454+56.3% | $4,175+66.7% | $6,507+7.0% |
| Admin fee / account holder | $7,854 | $5,568+41.1% | $5,349+46.8% | $12,624-37.8% |