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 | $161,464 | $133,922+20.6% | $116,228+38.9% | $142,382+13.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.36% | 147.76%-139.4pp | 90.06%-81.7pp | 217.08%-208.7pp |
| Employer contribution / active EE | $7,443 | $3,446+116.0% | $2,994+148.6% | $4,299+73.1% |
| Participant deferral / active EE | $5,697 | $5,672+0.4% | $4,953+15.0% | $6,507-12.5% |
| Admin fee / account holder | $2,328 | $14,945-84.4% | $11,989-80.6% | $12,624-81.6% |