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 | $103,653 | $150,440-31.1% | $136,294-23.9% | $147,584-29.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.39% | 1049.08%-1039.7pp | 5155.94%-5146.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $2,032 | $5,256-61.3% | $4,695-56.7% | $4,876-58.3% |
| Participant deferral / active EE | $8,273 | $6,630+24.8% | $6,247+32.4% | $5,439+52.1% |
| Admin fee / account holder | $14,451 | $10,905+32.5% | $9,243+56.3% | $10,885+32.8% |