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 | $198,131 | $91,190+117.3% | $178,490+11.0% | $79,858+148.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.63% | 24.19%-14.6pp | 151.07%-141.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,420 | $3,256-25.7% | $5,011-51.7% | $2,471-2.0% |
| Participant deferral / active EE | $6,527 | $3,236+101.7% | $5,202+25.5% | $3,740+74.5% |
| Admin fee / account holder | $722 | $6,751-89.3% | $13,984-94.8% | $5,306-86.4% |