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 | $58,923 | $159,934-63.2% | $147,005-59.9% | $145,959-59.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.52% | 98.24%-88.7pp | 418.76%-409.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $9,081 | $5,287+71.7% | $4,934+84.0% | $4,661+94.8% |
| Participant deferral / active EE | $6,449 | $8,427-23.5% | $8,070-20.1% | $6,689-3.6% |
| Admin fee / account holder | $722 | $15,053-95.2% | $13,006-94.5% | $13,398-94.6% |