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 | $89,836 | $70,669+27.1% | $169,368-47.0% | $75,163+19.5% |
| Participation rate | 83.3% | 64.8%+18.5pp | 77.1%+6.2pp | 67.2%+16.1pp |
| Annual return | 12.38% | 36.36%-24.0pp | 405.60%-393.2pp | 160.62%-148.2pp |
| Employer contribution / active EE | $5,299 | $2,211+139.7% | $4,013+32.1% | $2,670+98.5% |
| Participant deferral / active EE | $6,987 | $4,311+62.1% | $6,221+12.3% | $4,125+69.4% |
| Admin fee / account holder | $3,629 | $5,402-32.8% | $9,003-59.7% | $5,651-35.8% |