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 | $184,878 | $96,635+91.3% | $86,612+113.5% | $139,434+32.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.34% | 106.41%-96.1pp | 591.07%-580.7pp | 372.94%-362.6pp |
| Employer contribution / active EE | $10,444 | $3,263+220.1% | $3,022+245.5% | $4,751+119.8% |
| Participant deferral / active EE | $8,363 | $4,836+72.9% | $4,438+88.4% | $6,710+24.6% |
| Admin fee / account holder | $2,852 | $6,408-55.5% | $5,614-49.2% | $11,403-75.0% |