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 | $246,648 | $148,534+66.1% | $135,903+81.5% | $139,434+76.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.24% | 79.19%-71.0pp | 68.23%-60.0pp | 372.94%-364.7pp |
| Employer contribution / active EE | $10,148 | $5,243+93.5% | $4,856+109.0% | $4,751+113.6% |
| Participant deferral / active EE | $12,858 | $8,100+58.7% | $7,758+65.7% | $6,710+91.6% |
| Admin fee / account holder | $17,603 | $12,400+42.0% | $10,762+63.6% | $11,403+54.4% |