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 | $217,627 | $157,256+38.4% | $141,162+54.2% | $152,861+42.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.07% | 64.32%-50.3pp | 71.39%-57.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $16,962 | $5,261+222.4% | $4,735+258.2% | $4,762+256.2% |
| Participant deferral / active EE | $9,734 | $7,109+36.9% | $6,709+45.1% | $5,850+66.4% |
| Admin fee / account holder | $1,703 | $12,120-85.9% | $10,261-83.4% | $11,596-85.3% |