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 | $105,574 | $74,888+41.0% | $71,209+48.3% | $142,382-25.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.97% | 345.14%-332.2pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,945 | $2,854+3.2% | $2,721+8.2% | $4,299-31.5% |
| Participant deferral / active EE | $8,109 | $4,454+82.0% | $4,175+94.2% | $6,507+24.6% |
| Admin fee / account holder | $733 | $5,568-86.8% | $5,349-86.3% | $12,624-94.2% |