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 | $87,156 | $226,064-61.4% | $182,532-52.3% | $152,861-43.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 7.75% | 192.51%-184.8pp | 148.54%-140.8pp | 345.32%-337.6pp |
| Employer contribution / active EE | $11,650 | $4,978+134.0% | $4,076+185.8% | $4,762+144.6% |
| Participant deferral / active EE | $12,642 | $6,368+98.5% | $5,524+128.8% | $5,850+116.1% |
| Admin fee / account holder | $386 | $10,703-96.4% | $8,592-95.5% | $11,596-96.7% |