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 | $183,133 | $105,126+74.2% | $94,646+93.5% | $139,434+31.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.63% | 38.03%-26.4pp | 156.71%-145.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $6,871 | $4,106+67.4% | $3,672+87.1% | $4,751+44.6% |
| Participant deferral / active EE | $4,778 | $7,599-37.1% | $7,418-35.6% | $6,710-28.8% |
| Admin fee / account holder | $2,078 | $8,984-76.9% | $7,231-71.3% | $11,403-81.8% |