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 | $83,839 | $144,119-41.8% | $117,854-28.9% | $147,584-43.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 8.24% | 531.15%-522.9pp | 335.08%-326.8pp | 578.55%-570.3pp |
| Employer contribution / active EE | $2,204 | $4,896-55.0% | $3,786-41.8% | $4,876-54.8% |
| Participant deferral / active EE | $11,165 | $5,316+110.0% | $4,482+149.1% | $5,439+105.3% |
| Admin fee / account holder | $932 | $10,886-91.4% | $8,020-88.4% | $10,885-91.4% |