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 | $157,692 | $107,334+46.9% | $92,893+69.8% | $152,861+3.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.86% | 145.58%-137.7pp | 109.41%-101.6pp | 345.32%-337.5pp |
| Employer contribution / active EE | $5,924 | $4,221+40.3% | $3,653+62.2% | $4,762+24.4% |
| Participant deferral / active EE | $9,443 | $4,845+94.9% | $4,236+122.9% | $5,850+61.4% |
| Admin fee / account holder | $1,046 | $7,079-85.2% | $5,794-82.0% | $11,596-91.0% |