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 | $109,567 | $102,966+6.4% | $90,281+21.4% | $152,861-28.3% |
| Participation rate | 86.4% | 75.9%+10.5pp | 73.3%+13.1pp | 82.4%+3.9pp |
| Annual return | 5.80% | 95.16%-89.4pp | 78.10%-72.3pp | 345.32%-339.5pp |
| Employer contribution / active EE | $9,003 | $3,139+186.8% | $2,854+215.4% | $4,762+89.0% |
| Participant deferral / active EE | $5,396 | $4,281+26.0% | $3,885+38.9% | $5,850-7.8% |
| Admin fee / account holder | $7,885 | $6,171+27.8% | $5,351+47.3% | $11,596-32.0% |