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 | $237,652 | $152,587+55.7% | $125,175+89.9% | $152,861+55.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.81% | 54.84%-52.0pp | 43.79%-41.0pp | 345.32%-342.5pp |
| Employer contribution / active EE | $13,278 | $4,946+168.4% | $3,865+243.5% | $4,762+178.8% |
| Participant deferral / active EE | $2,638 | $5,868-55.0% | $4,937-46.6% | $5,850-54.9% |
| Admin fee / account holder | $31,711 | $13,434+136.0% | $9,702+226.8% | $11,596+173.5% |