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 | $213,221 | $124,319+71.5% | $111,297+91.6% | $167,490+27.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.32% | 37.44%-37.1pp | 54.65%-54.3pp | 478.56%-478.2pp |
| Employer contribution / active EE | $4,406 | $3,435+28.3% | $2,731+61.3% | $4,837-8.9% |
| Participant deferral / active EE | $13,598 | $5,180+162.5% | $4,487+203.0% | $6,341+114.4% |
| Admin fee / account holder | $76,658 | $10,618+622.0% | $7,964+862.6% | $12,309+522.8% |