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 | $116,657 | $91,552+27.4% | $133,956-12.9% | $79,858+46.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.24% | 61.85%-63.1pp | 45.09%-46.3pp | 31.71%-33.0pp |
| Employer contribution / active EE | $8,108 | $2,384+240.2% | $3,919+106.9% | $2,471+228.2% |
| Participant deferral / active EE | $5,453 | $3,733+46.1% | $5,048+8.0% | $3,740+45.8% |
| Admin fee / account holder | $592 | $6,321-90.6% | $8,927-93.4% | $5,306-88.8% |