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 | $117,172 | $165,984-29.4% | $164,813-28.9% | $145,922-19.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.04% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.2pp |
| Employer contribution / active EE | $6,476 | $5,273+22.8% | $4,341+49.2% | $4,660+39.0% |
| Participant deferral / active EE | $4,667 | $6,959-32.9% | $6,031-22.6% | $6,688-30.2% |
| Admin fee / account holder | $738 | $16,648-95.6% | $12,690-94.2% | $13,397-94.5% |