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 | $220,839 | $111,535+98.0% | $105,223+109.9% | $137,256+60.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.49% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,805 | $3,939-3.4% | $3,689+3.1% | $4,156-8.5% |
| Participant deferral / active EE | $13,118 | $5,500+138.5% | $5,072+158.6% | $6,407+104.7% |
| Admin fee / account holder | $32,233 | $9,721+231.6% | $8,859+263.9% | $12,270+162.7% |