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 | $182,618 | $95,561+91.1% | $77,163+136.7% | $139,434+31.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.24% | 54.92%-50.7pp | 37.87%-33.6pp | 372.94%-368.7pp |
| Employer contribution / active EE | $9,291 | $3,147+195.2% | $2,535+266.5% | $4,751+95.6% |
| Participant deferral / active EE | $12,833 | $4,624+177.6% | $3,833+234.8% | $6,710+91.2% |
| Admin fee / account holder | $31,475 | $8,295+279.5% | $5,472+475.2% | $11,403+176.0% |