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 | $185,095 | $107,334+72.4% | $92,893+99.3% | $152,861+21.1% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.4%+8.0pp |
| Annual return | 3.47% | 145.58%-142.1pp | 109.41%-105.9pp | 345.32%-341.8pp |
| Employer contribution / active EE | $8,987 | $4,221+112.9% | $3,653+146.0% | $4,762+88.7% |
| Participant deferral / active EE | $2,497 | $4,845-48.5% | $4,236-41.1% | $5,850-57.3% |
| Admin fee / account holder | $373 | $7,079-94.7% | $5,794-93.6% | $11,596-96.8% |