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 | $150,787 | $111,535+35.2% | $105,223+43.3% | $137,256+9.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.68% | 237.85%-234.2pp | 180.65%-177.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $9,648 | $3,939+144.9% | $3,689+161.6% | $4,156+132.1% |
| Participant deferral / active EE | $20,637 | $5,500+275.2% | $5,072+306.9% | $6,407+222.1% |
| Admin fee / account holder | $647 | $9,721-93.3% | $8,859-92.7% | $12,270-94.7% |