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 | $145,091 | $109,982+31.9% | $97,226+49.2% | $145,922-0.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.27% | 242.90%-237.6pp | 75.13%-69.9pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,694 | $3,084-45.1% | $2,729-37.9% | $4,660-63.7% |
| Participant deferral / active EE | $12,380 | $4,676+164.8% | $4,264+190.4% | $6,688+85.1% |
| Admin fee / account holder | $3,360 | $6,221-46.0% | $5,654-40.6% | $13,397-74.9% |