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 | $134,440 | $118,680+13.3% | $98,907+35.9% | $158,922-15.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 2.29% | 372.35%-370.1pp | 196.43%-194.1pp | 302.83%-300.5pp |
| Employer contribution / active EE | $9,000 | $3,333+170.0% | $2,689+234.7% | $4,761+89.0% |
| Participant deferral / active EE | $7,298 | $5,088+43.4% | $4,244+71.9% | $5,982+22.0% |
| Admin fee / account holder | $1,555 | $10,131-84.7% | $6,642-76.6% | $11,246-86.2% |