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 | $213,704 | $90,503+136.1% | $78,689+171.6% | $273,961-22.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.24% | 75.60%-75.4pp | 62.18%-61.9pp | 41.45%-41.2pp |
| Employer contribution / active EE | $6,043 | $3,176+90.3% | $2,851+112.0% | $4,869+24.1% |
| Participant deferral / active EE | $3,490 | $3,901-10.5% | $3,517-0.8% | $5,287-34.0% |
| Admin fee / account holder | $8,836 | $5,263+67.9% | $4,510+95.9% | $10,132-12.8% |