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 8-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 | $122,274 | $72,400+68.9% | $67,502+81.1% | $145,922-16.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.32% | 7182.46%-7175.1pp | 3512.12%-3504.8pp | 561.29%-554.0pp |
| Employer contribution / active EE | $4,560 | $3,069+48.6% | $2,731+67.0% | $4,660-2.1% |
| Participant deferral / active EE | $9,120 | $4,783+90.7% | $4,000+128.0% | $6,688+36.4% |
| Admin fee / account holder | $15,634 | $5,539+182.3% | $3,998+291.1% | $13,397+16.7% |