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 | $144,866 | $94,529+53.2% | $140,016+3.5% | $64,186+125.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.33% | 7.77%-16.1pp | 651.12%-659.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $9,406 | $3,812+146.7% | $5,606+67.8% | $2,381+295.1% |
| Participant deferral / active EE | $11,753 | $5,250+123.9% | $6,927+69.7% | $3,470+238.7% |
| Admin fee / account holder | $4,893 | $6,741-27.4% | $10,705-54.3% | $4,888+0.1% |