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 | $211,288 | $148,534+42.2% | $135,903+55.5% | $139,434+51.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.72% | 79.19%-74.5pp | 68.23%-63.5pp | 372.94%-368.2pp |
| Employer contribution / active EE | $6,250 | $5,243+19.2% | $4,856+28.7% | $4,751+31.6% |
| Participant deferral / active EE | $4,103 | $8,100-49.3% | $7,758-47.1% | $6,710-38.9% |
| Admin fee / account holder | $540 | $12,400-95.6% | $10,762-95.0% | $11,403-95.3% |