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 | $181,086 | $106,890+69.4% | $84,015+115.5% | $152,861+18.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.80% | 104.99%-102.2pp | 71.31%-68.5pp | 345.32%-342.5pp |
| Employer contribution / active EE | $6,888 | $2,734+151.9% | $1,983+247.3% | $4,762+44.6% |
| Participant deferral / active EE | $12,668 | $4,011+215.8% | $3,239+291.2% | $5,850+116.5% |
| Admin fee / account holder | $2,527 | $8,285-69.5% | $6,101-58.6% | $11,596-78.2% |