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 | $245,582 | $177,572+38.3% | $154,803+58.6% | $142,382+72.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.73% | 65.07%-64.3pp | 58.88%-58.2pp | 217.08%-216.3pp |
| Employer contribution / active EE | $11,032 | $4,810+129.3% | $4,305+156.2% | $4,299+156.6% |
| Participant deferral / active EE | $10,729 | $6,272+71.1% | $5,540+93.6% | $6,507+64.9% |
| Admin fee / account holder | $26,100 | $16,786+55.5% | $14,329+82.1% | $12,624+106.8% |