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 | $188,632 | $74,888+151.9% | $71,209+164.9% | $142,382+32.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 9.64% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,180 | $2,854+11.4% | $2,721+16.9% | $4,299-26.0% |
| Participant deferral / active EE | $5,210 | $4,454+17.0% | $4,175+24.8% | $6,507-19.9% |
| Admin fee / account holder | $3,371 | $5,568-39.5% | $5,349-37.0% | $12,624-73.3% |