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 | $204,499 | $183,963+11.2% | $162,163+26.1% | $152,861+33.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 10.17% | 150.76%-140.6pp | 115.59%-105.4pp | 345.32%-335.2pp |
| Employer contribution / active EE | $8,520 | $6,371+33.7% | $5,614+51.8% | $4,762+78.9% |
| Participant deferral / active EE | $7,267 | $8,034-9.5% | $7,298-0.4% | $5,850+24.2% |
| Admin fee / account holder | $937 | $13,121-92.9% | $10,843-91.4% | $11,596-91.9% |