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 | $201,942 | $202,318-0.2% | $172,739+16.9% | $152,861+32.1% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 12.29% | 1029.65%-1017.4pp | 802.84%-790.6pp | 345.32%-333.0pp |
| Employer contribution / active EE | $4,464 | $5,856-23.8% | $5,143-13.2% | $4,762-6.3% |
| Participant deferral / active EE | $7,053 | $5,948+18.6% | $5,198+35.7% | $5,850+20.6% |
| Admin fee / account holder | $880 | $17,109-94.9% | $13,954-93.7% | $11,596-92.4% |