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 | $122,774 | $58,208+110.9% | $81,812+50.1% | $80,856+51.8% |
| Participation rate | 96.4% | 63.4%+33.0pp | 72.3%+24.1pp | 67.6%+28.8pp |
| Annual return | 10.63% | 41.66%-31.0pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $815 | $2,340-65.2% | $2,912-72.0% | $2,755-70.4% |
| Participant deferral / active EE | $859 | $3,281-73.8% | $4,319-80.1% | $4,296-80.0% |
| Admin fee / account holder | $484 | $4,981-90.3% | $7,386-93.4% | $6,918-93.0% |