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 | $212,423 | $107,334+97.9% | $92,893+128.7% | $152,861+39.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 4.31% | 145.58%-141.3pp | 109.41%-105.1pp | 345.32%-341.0pp |
| Employer contribution / active EE | $2,189 | $4,221-48.1% | $3,653-40.1% | $4,762-54.0% |
| Participant deferral / active EE | $6,501 | $4,845+34.2% | $4,236+53.5% | $5,850+11.1% |
| Admin fee / account holder | $6,590 | $7,079-6.9% | $5,794+13.7% | $11,596-43.2% |