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 | $230,283 | $97,125+137.1% | $86,233+167.0% | $137,256+67.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.66% | 74.19%-64.5pp | 61.39%-51.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,820 | $2,841+34.4% | $2,504+52.5% | $4,156-8.1% |
| Participant deferral / active EE | $13,630 | $5,180+163.1% | $4,559+199.0% | $6,407+112.7% |
| Admin fee / account holder | $2,188 | $9,725-77.5% | $8,342-73.8% | $12,270-82.2% |