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 | $164,692 | $102,317+61.0% | $146,958+12.1% | $80,856+103.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 11.13% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,478 | $3,713+20.6% | $4,933-9.2% | $2,755+62.5% |
| Participant deferral / active EE | $9,198 | $6,644+38.4% | $8,070+14.0% | $4,296+114.1% |
| Admin fee / account holder | $11,922 | $7,941+50.1% | $12,998-8.3% | $6,918+72.3% |