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 | $135,605 | $115,770+17.1% | $101,248+33.9% | $158,922-14.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.23% | 56.14%-48.9pp | 46.47%-39.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $11,497 | $4,175+175.4% | $3,660+214.2% | $4,761+141.5% |
| Participant deferral / active EE | $7,777 | $4,957+56.9% | $4,370+77.9% | $5,982+30.0% |
| Admin fee / account holder | $60,958 | $7,245+741.4% | $5,945+925.3% | $11,246+442.1% |