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 7-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 | $157,093 | $74,888+109.8% | $71,209+120.6% | $142,382+10.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.16% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,013 | $2,854+5.6% | $2,721+10.7% | $4,299-29.9% |
| Participant deferral / active EE | $15,447 | $4,454+246.8% | $4,175+270.0% | $6,507+137.4% |
| Admin fee / account holder | $3,791 | $5,568-31.9% | $5,349-29.1% | $12,624-70.0% |