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 | $76,399 | $74,888+2.0% | $71,209+7.3% | $142,382-46.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.45% | 345.14%-336.7pp | 282.51%-274.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $4,304 | $2,854+50.8% | $2,721+58.2% | $4,299+0.1% |
| Participant deferral / active EE | $6,891 | $4,454+54.7% | $4,175+65.0% | $6,507+5.9% |
| Admin fee / account holder | $29,161 | $5,568+423.7% | $5,349+445.2% | $12,624+131.0% |