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 | $200,043 | $165,984+20.5% | $164,813+21.4% | $145,922+37.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.94% | 100.03%-92.1pp | 69.93%-62.0pp | 561.29%-553.3pp |
| Employer contribution / active EE | $14,569 | $5,273+176.3% | $4,341+235.6% | $4,660+212.7% |
| Participant deferral / active EE | $10,396 | $6,959+49.4% | $6,031+72.4% | $6,688+55.4% |
| Admin fee / account holder | $1,430 | $16,648-91.4% | $12,690-88.7% | $13,397-89.3% |