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 | $243,073 | $106,515+128.2% | $96,683+151.4% | $139,434+74.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.73% | 38.43%-30.7pp | 35.69%-28.0pp | 372.94%-365.2pp |
| Employer contribution / active EE | $11,331 | $4,103+176.2% | $3,737+203.2% | $4,751+138.5% |
| Participant deferral / active EE | $12,384 | $5,454+127.1% | $4,878+153.9% | $6,710+84.6% |
| Admin fee / account holder | $1,299 | $7,877-83.5% | $6,730-80.7% | $11,403-88.6% |