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 | $119,366 | $114,047+4.7% | $96,139+24.2% | $167,490-28.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 7.00% | 189.88%-182.9pp | 191.94%-184.9pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,363 | $3,427-31.0% | $2,797-15.5% | $4,837-51.2% |
| Participant deferral / active EE | $4,155 | $5,194-20.0% | $4,349-4.4% | $6,341-34.5% |
| Admin fee / account holder | $28,093 | $6,897+307.3% | $5,537+407.4% | $12,309+128.2% |