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 | $174,805 | $99,921+74.9% | $85,009+105.6% | $145,959+19.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.07% | 83.89%-77.8pp | 66.47%-60.4pp | 561.95%-555.9pp |
| Employer contribution / active EE | $2,666 | $3,233-17.5% | $2,728-2.3% | $4,661-42.8% |
| Participant deferral / active EE | $10,196 | $5,293+92.6% | $4,522+125.5% | $6,689+52.4% |
| Admin fee / account holder | $13,324 | $7,252+83.7% | $6,153+116.6% | $13,398-0.6% |