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 | $230,369 | $107,334+114.6% | $92,893+148.0% | $152,861+50.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.22% | 145.58%-137.4pp | 109.41%-101.2pp | 345.32%-337.1pp |
| Employer contribution / active EE | $2,640 | $4,221-37.4% | $3,653-27.7% | $4,762-44.6% |
| Participant deferral / active EE | $7,521 | $4,845+55.2% | $4,236+77.5% | $5,850+28.6% |
| Admin fee / account holder | $5,058 | $7,079-28.5% | $5,794-12.7% | $11,596-56.4% |