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 | $240,763 | $114,381+110.5% | $107,525+123.9% | $142,382+69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.98% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $6,324 | $4,015+57.5% | $3,754+68.5% | $4,299+47.1% |
| Participant deferral / active EE | $14,413 | $5,564+159.0% | $5,116+181.7% | $6,507+121.5% |
| Admin fee / account holder | $2,811 | $9,860-71.5% | $8,919-68.5% | $12,624-77.7% |