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 | $187,600 | $112,096+67.4% | $95,952+95.5% | $158,922+18.0% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 4.70% | 171.09%-166.4pp | 91.61%-86.9pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,534 | $3,198-52.0% | $2,541-39.6% | $4,761-67.8% |
| Participant deferral / active EE | $6,792 | $4,784+42.0% | $4,167+63.0% | $5,982+13.5% |
| Admin fee / account holder | $6,692 | $10,130-33.9% | $6,795-1.5% | $11,246-40.5% |