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 | $113,564 | $209,832-45.9% | $189,513-40.1% | $167,490-32.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.06% | 748.27%-745.2pp | 555.15%-552.1pp | 478.56%-475.5pp |
| Employer contribution / active EE | $3,143 | $6,914-54.5% | $6,162-49.0% | $4,837-35.0% |
| Participant deferral / active EE | $12,725 | $8,935+42.4% | $8,221+54.8% | $6,341+100.7% |
| Admin fee / account holder | $2,018 | $14,293-85.9% | $12,045-83.2% | $12,309-83.6% |