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 | $171,337 | $100,852+69.9% | $90,404+89.5% | $158,922+7.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.61% | 1724.20%-1723.6pp | 1293.02%-1292.4pp | 302.83%-302.2pp |
| Employer contribution / active EE | $6,238 | $3,689+69.1% | $3,262+91.2% | $4,761+31.0% |
| Participant deferral / active EE | $10,400 | $4,348+139.2% | $3,963+162.4% | $5,982+73.9% |
| Admin fee / account holder | $2,323 | $6,501-64.3% | $5,611-58.6% | $11,246-79.3% |