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 | $171,038 | $74,888+128.4% | $71,209+140.2% | $142,382+20.1% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.1%+0.8pp |
| Annual return | 11.05% | 345.14%-334.1pp | 282.51%-271.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $30,958 | $2,854+984.6% | $2,721+1037.8% | $4,299+620.1% |
| Participant deferral / active EE | $5,035 | $4,454+13.0% | $4,175+20.6% | $6,507-22.6% |
| Admin fee / account holder | $810 | $5,568-85.4% | $5,349-84.8% | $12,624-93.6% |