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 | $154,841 | $107,334+44.3% | $92,893+66.7% | $152,861+1.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.58% | 145.58%-135.0pp | 109.41%-98.8pp | 345.32%-334.7pp |
| Employer contribution / active EE | $6,796 | $4,221+61.0% | $3,653+86.0% | $4,762+42.7% |
| Participant deferral / active EE | $14,071 | $4,845+190.4% | $4,236+232.2% | $5,850+140.5% |
| Admin fee / account holder | $960 | $7,079-86.4% | $5,794-83.4% | $11,596-91.7% |