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 | $112,321 | $84,696+32.6% | $75,696+48.4% | $167,490-32.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 5.27% | 199.36%-194.1pp | 104.53%-99.3pp | 478.56%-473.3pp |
| Employer contribution / active EE | $9,970 | $3,230+208.7% | $2,743+263.5% | $4,837+106.1% |
| Participant deferral / active EE | $3,750 | $4,580-18.1% | $3,821-1.9% | $6,341-40.9% |
| Admin fee / account holder | $3,089 | $5,355-42.3% | $3,619-14.7% | $12,309-74.9% |