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 | $245,235 | $202,318+21.2% | $172,739+42.0% | $152,861+60.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 3.83% | 1029.65%-1025.8pp | 802.84%-799.0pp | 345.32%-341.5pp |
| Employer contribution / active EE | $11,620 | $5,856+98.4% | $5,143+125.9% | $4,762+144.0% |
| Participant deferral / active EE | $11,107 | $5,948+86.7% | $5,198+113.7% | $5,850+89.9% |
| Admin fee / account holder | $60,500 | $17,109+253.6% | $13,954+333.6% | $11,596+421.7% |