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 | $94,291 | $63,346+48.9% | $92,233+2.2% | $70,131+34.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 2.25% | 530.12%-527.9pp | 176.28%-174.0pp | 73.14%-70.9pp |
| Employer contribution / active EE | $5,323 | $2,471+115.4% | $3,679+44.7% | $2,342+127.2% |
| Participant deferral / active EE | $3,615 | $2,854+26.7% | $3,897-7.2% | $3,332+8.5% |
| Admin fee / account holder | $5,460 | $3,840+42.2% | $5,194+5.1% | $4,645+17.5% |