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 | $171,110 | $107,334+59.4% | $92,893+84.2% | $152,861+11.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.18% | 145.58%-141.4pp | 109.41%-105.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $7,007 | $4,221+66.0% | $3,653+91.8% | $4,762+47.1% |
| Participant deferral / active EE | $2,918 | $4,845-39.8% | $4,236-31.1% | $5,850-50.1% |
| Admin fee / account holder | $36,290 | $7,079+412.6% | $5,794+526.4% | $11,596+212.9% |