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 5-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 | $43,962 | $148,534-70.4% | $135,903-67.7% | $139,434-68.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.34% | 79.19%-71.9pp | 68.23%-60.9pp | 372.94%-365.6pp |
| Employer contribution / active EE | $18,968 | $5,243+261.8% | $4,856+290.6% | $4,751+299.3% |
| Participant deferral / active EE | $11,200 | $8,100+38.3% | $7,758+44.4% | $6,710+66.9% |
| Admin fee / account holder | $358 | $12,400-97.1% | $10,762-96.7% | $11,403-96.9% |