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 | $124,709 | $202,318-38.4% | $172,739-27.8% | $152,861-18.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 6.35% | 1029.65%-1023.3pp | 802.84%-796.5pp | 345.32%-339.0pp |
| Employer contribution / active EE | $8,970 | $5,856+53.2% | $5,143+74.4% | $4,762+88.3% |
| Participant deferral / active EE | $7,060 | $5,948+18.7% | $5,198+35.8% | $5,850+20.7% |
| Admin fee / account holder | $2,472 | $17,109-85.6% | $13,954-82.3% | $11,596-78.7% |