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 | $205,582 | $105,998+93.9% | $92,233+122.9% | $147,584+39.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.14% | 50.05%-41.9pp | 176.28%-168.1pp | 578.55%-570.4pp |
| Employer contribution / active EE | $4,655 | $4,333+7.4% | $3,679+26.5% | $4,876-4.5% |
| Participant deferral / active EE | $8,569 | $4,478+91.4% | $3,897+119.9% | $5,439+57.5% |
| Admin fee / account holder | $1,948 | $6,332-69.2% | $5,194-62.5% | $10,885-82.1% |