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 | $206,204 | $73,515+180.5% | $62,995+227.3% | $147,584+39.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.88% | 175.43%-168.6pp | 87.57%-80.7pp | 578.55%-571.7pp |
| Employer contribution / active EE | $19,924 | $3,320+500.0% | $2,759+622.2% | $4,876+308.6% |
| Participant deferral / active EE | $10,332 | $4,185+146.9% | $3,329+210.3% | $5,439+90.0% |
| Admin fee / account holder | $3,746 | $5,953-37.1% | $3,600+4.1% | $10,885-65.6% |