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 | $100,773+128.5% | $88,946+158.9% | $142,382+61.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.66% | 70.18%-60.5pp | 57.82%-48.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,820 | $2,918+30.9% | $2,555+49.5% | $4,299-11.1% |
| Participant deferral / active EE | $13,630 | $5,230+160.6% | $4,581+197.5% | $6,507+109.5% |
| Admin fee / account holder | $2,188 | $9,693-77.4% | $8,261-73.5% | $12,624-82.7% |