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 | $199,418 | $77,145+158.5% | $108,410+83.9% | $85,850+132.3% |
| Participation rate | 73.3% | 74.7%-1.3pp | 80.1%-6.8pp | 69.3%+4.0pp |
| Annual return | 12.21% | 44.54%-32.3pp | 905.27%-893.1pp | 318.53%-306.3pp |
| Employer contribution / active EE | $5,878 | $2,379+147.0% | $3,558+65.2% | $2,565+129.1% |
| Participant deferral / active EE | $6,703 | $5,566+20.4% | $6,563+2.1% | $3,952+69.6% |
| Admin fee / account holder | $5,794 | $5,172+12.0% | $7,295-20.6% | $6,260-7.4% |