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 | $215,640 | $217,402-0.8% | $185,823+16.0% | $167,490+28.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.75% | 148.36%-139.6pp | 122.05%-113.3pp | 478.56%-469.8pp |
| Employer contribution / active EE | $12,651 | $5,873+115.4% | $5,167+144.8% | $4,837+161.5% |
| Participant deferral / active EE | $8,180 | $6,356+28.7% | $5,568+46.9% | $6,341+29.0% |
| Admin fee / account holder | $4,895 | $19,811-75.3% | $16,237-69.9% | $12,309-60.2% |