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 | $103,426 | $150,440-31.3% | $136,294-24.1% | $147,584-29.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.57% | 1049.08%-1043.5pp | 5155.94%-5150.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $11,775 | $5,256+124.0% | $4,695+150.8% | $4,876+141.5% |
| Participant deferral / active EE | $2,138 | $6,630-67.8% | $6,247-65.8% | $5,439-60.7% |
| Admin fee / account holder | $2,500 | $10,905-77.1% | $9,243-73.0% | $10,885-77.0% |