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 | $236,372 | $159,901+47.8% | $146,958+60.8% | $145,922+62.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 7.97% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $5,254 | $5,286-0.6% | $4,933+6.5% | $4,660+12.8% |
| Participant deferral / active EE | $13,434 | $8,428+59.4% | $8,070+66.5% | $6,688+100.9% |
| Admin fee / account holder | $27,737 | $15,044+84.4% | $12,998+113.4% | $13,397+107.0% |