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 | $171,090 | $226,064-24.3% | $182,532-6.3% | $152,861+11.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 1.08% | 192.51%-191.4pp | 148.54%-147.5pp | 345.32%-344.2pp |
| Employer contribution / active EE | $10,762 | $4,978+116.2% | $4,076+164.0% | $4,762+126.0% |
| Participant deferral / active EE | $6,173 | $6,368-3.1% | $5,524+11.7% | $5,850+5.5% |
| Admin fee / account holder | $2,611 | $10,703-75.6% | $8,592-69.6% | $11,596-77.5% |