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 | $179,161 | $108,919+64.5% | $100,391+78.5% | $145,922+22.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.19% | 57.88%-48.7pp | 49.20%-40.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,899 | $4,419-34.4% | $3,942-26.5% | $4,660-37.8% |
| Participant deferral / active EE | $9,794 | $8,445+16.0% | $8,082+21.2% | $6,688+46.4% |
| Admin fee / account holder | $3,906 | $9,689-59.7% | $7,899-50.5% | $13,397-70.8% |