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 | $156,404 | $88,751+76.2% | $81,812+91.2% | $145,922+7.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 9.08% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,913 | $3,083-5.5% | $2,9120% | $4,660-37.5% |
| Participant deferral / active EE | $6,333 | $4,643+36.4% | $4,319+46.6% | $6,688-5.3% |
| Admin fee / account holder | $1,082 | $8,415-87.1% | $7,386-85.3% | $13,397-91.9% |