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 7-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 | $135,005 | $185,822-27.3% | $169,993-20.6% | $139,434-3.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.14% | 60.50%-50.4pp | 53.37%-43.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $22,321 | $7,590+194.1% | $6,785+229.0% | $4,751+369.8% |
| Participant deferral / active EE | $10,125 | $11,622-12.9% | $10,408-2.7% | $6,710+50.9% |
| Admin fee / account holder | $2,175 | $15,381-85.9% | $12,815-83.0% | $11,403-80.9% |