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 | $70,774 | $202,318-65.0% | $172,739-59.0% | $152,861-53.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.62% | 1029.65%-1018.0pp | 802.84%-791.2pp | 345.32%-333.7pp |
| Employer contribution / active EE | $5,867 | $5,856+0.2% | $5,143+14.1% | $4,762+23.2% |
| Participant deferral / active EE | $6,109 | $5,948+2.7% | $5,198+17.5% | $5,850+4.4% |
| Admin fee / account holder | $449 | $17,109-97.4% | $13,954-96.8% | $11,596-96.1% |