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 | $114,381+93.1% | $107,525+105.4% | $142,382+55.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.49% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,805 | $4,015-5.2% | $3,754+1.4% | $4,299-11.5% |
| Participant deferral / active EE | $13,118 | $5,564+135.8% | $5,116+156.4% | $6,507+101.6% |
| Admin fee / account holder | $32,233 | $9,860+226.9% | $8,919+261.4% | $12,624+155.3% |