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 7-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 | $102,398 | $74,888+36.7% | $71,209+43.8% | $142,382-28.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.64% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,954 | $2,854+3.5% | $2,721+8.6% | $4,299-31.3% |
| Participant deferral / active EE | $11,337 | $4,454+154.5% | $4,175+171.5% | $6,507+74.2% |
| Admin fee / account holder | $1,426 | $5,568-74.4% | $5,349-73.3% | $12,624-88.7% |