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 | $188,143 | $118,680+58.5% | $98,907+90.2% | $158,922+18.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -18.55% | 372.35%-390.9pp | 196.43%-215.0pp | 302.83%-321.4pp |
| Employer contribution / active EE | $2,754 | $3,333-17.4% | $2,689+2.4% | $4,761-42.1% |
| Participant deferral / active EE | $7,059 | $5,088+38.7% | $4,244+66.3% | $5,982+18.0% |
| Admin fee / account holder | $14,290 | $10,131+41.1% | $6,642+115.2% | $11,246+27.1% |