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 | $168,965 | $112,096+50.7% | $95,952+76.1% | $158,922+6.3% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 3.98% | 171.09%-167.1pp | 91.61%-87.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $3,302 | $3,198+3.3% | $2,541+29.9% | $4,761-30.6% |
| Participant deferral / active EE | $7,192 | $4,784+50.3% | $4,167+72.6% | $5,982+20.2% |
| Admin fee / account holder | $16,105 | $10,130+59.0% | $6,795+137.0% | $11,246+43.2% |