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 | $95,786 | $109,817-12.8% | $98,442-2.7% | $167,490-42.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.07% | 1956.69%-1948.6pp | 1492.73%-1484.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $3,754 | $3,224+16.4% | $2,960+26.8% | $4,837-22.4% |
| Participant deferral / active EE | $8,756 | $4,673+87.4% | $4,276+104.8% | $6,341+38.1% |
| Admin fee / account holder | $555 | $6,753-91.8% | $5,949-90.7% | $12,309-95.5% |