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 | $188,019 | $157,256+19.6% | $141,162+33.2% | $152,861+23.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.84% | 64.32%-54.5pp | 71.39%-61.6pp | 345.32%-335.5pp |
| Employer contribution / active EE | $3,016 | $5,261-42.7% | $4,735-36.3% | $4,762-36.7% |
| Participant deferral / active EE | $14,003 | $7,109+97.0% | $6,709+108.7% | $5,850+139.4% |
| Admin fee / account holder | $17,213 | $12,120+42.0% | $10,261+67.8% | $11,596+48.4% |