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 | $63,317 | $102,966-38.5% | $90,281-29.9% | $152,861-58.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 9.54% | 95.16%-85.6pp | 78.10%-68.6pp | 345.32%-335.8pp |
| Employer contribution / active EE | $6,579 | $3,139+109.6% | $2,854+130.5% | $4,762+38.1% |
| Participant deferral / active EE | $8,091 | $4,281+89.0% | $3,885+108.2% | $5,850+38.3% |
| Admin fee / account holder | $3,396 | $6,171-45.0% | $5,351-36.5% | $11,596-70.7% |