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 | $209,475 | $102,966+103.4% | $90,281+132.0% | $152,861+37.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.77% | 95.16%-91.4pp | 78.10%-74.3pp | 345.32%-341.5pp |
| Employer contribution / active EE | $8,637 | $3,139+175.2% | $2,854+202.6% | $4,762+81.4% |
| Participant deferral / active EE | $5,824 | $4,281+36.0% | $3,885+49.9% | $5,850-0.4% |
| Admin fee / account holder | $1,479 | $6,171-76.0% | $5,351-72.4% | $11,596-87.2% |