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 6-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 | $138,072 | $67,823+103.6% | $52,425+163.4% | $137,256+0.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -0.94% | 219.11%-220.0pp | 302.12%-303.1pp | 220.34%-221.3pp |
| Employer contribution / active EE | $11,533 | $1,163+891.7% | $914+1161.5% | $4,156+177.5% |
| Participant deferral / active EE | $11,533 | $2,288+404.1% | $1,790+544.2% | $6,407+80.0% |
| Admin fee / account holder | $22,379 | $2,844+686.8% | $2,495+797.0% | $12,270+82.4% |