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 | $231,162 | $155,788+48.4% | $124,672+85.4% | $167,490+38.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 9.13% | 17.97%-8.8pp | 5142.93%-5133.8pp | 478.56%-469.4pp |
| Employer contribution / active EE | $15,205 | $4,163+265.2% | $3,324+357.5% | $4,837+214.3% |
| Participant deferral / active EE | $8,972 | $5,673+58.2% | $4,614+94.4% | $6,341+41.5% |
| Admin fee / account holder | $2,582 | $9,531-72.9% | $7,493-65.5% | $12,309-79.0% |