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 | $132,141 | $102,966+28.3% | $90,281+46.4% | $152,861-13.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 8.16% | 95.16%-87.0pp | 78.10%-69.9pp | 345.32%-337.2pp |
| Employer contribution / active EE | $2,648 | $3,139-15.6% | $2,854-7.2% | $4,762-44.4% |
| Participant deferral / active EE | $9,447 | $4,281+120.7% | $3,885+143.2% | $5,850+61.5% |
| Admin fee / account holder | $4,665 | $6,171-24.4% | $5,351-12.8% | $11,596-59.8% |