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 | $175,712 | $154,117+14.0% | $129,995+35.2% | $139,434+26.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 8.34% | 32.48%-24.1pp | -137.18%+145.5pp | 372.94%-364.6pp |
| Employer contribution / active EE | $19,678 | $5,289+272.1% | $4,320+355.5% | $4,751+314.2% |
| Participant deferral / active EE | $9,701 | $6,710+44.6% | $5,820+66.7% | $6,710+44.6% |
| Admin fee / account holder | $2,772 | $14,007-80.2% | $10,614-73.9% | $11,403-75.7% |