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 | $122,552 | $210,648-41.8% | $177,989-31.1% | $145,922-16.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.54% | 385.86%-378.3pp | 294.48%-286.9pp | 561.29%-553.7pp |
| Employer contribution / active EE | $9,333 | $4,565+104.5% | $3,949+136.4% | $4,660+100.3% |
| Participant deferral / active EE | $11,161 | $6,958+60.4% | $6,276+77.8% | $6,688+66.9% |
| Admin fee / account holder | $3,835 | $12,013-68.1% | $10,363-63.0% | $13,397-71.4% |