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 | $230,860 | $150,187+53.7% | $120,354+91.8% | $145,922+58.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 7.01% | 154.07%-147.1pp | 107.15%-100.1pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,910 | $4,348-33.1% | $3,463-16.0% | $4,660-37.6% |
| Participant deferral / active EE | $10,774 | $6,173+74.5% | $4,991+115.9% | $6,688+61.1% |
| Admin fee / account holder | $104,649 | $12,207+757.3% | $9,423+1010.6% | $13,397+681.1% |