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 | $69,675 | $53,516+30.2% | $126,539-44.9% | $84,808-17.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 10.49% | 58.34%-47.9pp | 425.95%-415.5pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,009 | $1,535+30.9% | $3,674-45.3% | $2,631-23.7% |
| Participant deferral / active EE | $5,836 | $2,671+118.5% | $4,083+42.9% | $4,212+38.6% |
| Admin fee / account holder | $1,522 | $4,497-66.2% | $6,065-74.9% | $7,344-79.3% |